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The Difference Between a Financial Plan and a Financial Product
Informative Adrian Rubinich 8/6/26 Informative Adrian Rubinich 8/6/26

The Difference Between a Financial Plan and a Financial Product

This article is about the distinction between financial planning and financial products, and why it matters for anyone trying to make good decisions about their money

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Propel Wealth Pty Ltd. ABN 56 166 389 493 is an authorised representative of GPS Wealth Limited. ABN 17 005 482 726 holder of Australian financial services licence number 254544. GPS Wealth Limited is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. 

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The advice provided here is general in nature only as, in preparing it we did not take account of your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should consider the relevant Product Disclosure Statement before making any decision relating to a financial product.