Financial Planning tasks near you

Financial planning tasks on Extrahand give qualified professionals a flexible way to earn income while helping clients take control of their money. From budgeting guidance to retirement strategies, financial planner tasks allow Taskers to use their expertise to deliver real value. Whether you are an experienced adviser or just starting out, Extrahand offers opportunities to build a client base, earn strong reviews, and develop a steady flow of bookings.

Budgeting and Money Management Support

One of the most common financial planning tasks is helping individuals and families create realistic budgets. These tasks often involve assessing income and expenses, recommending savings strategies, and building a plan to reduce debt. Because many people struggle with day-to-day money management, demand is high and clients are usually grateful for ongoing support. With strong reviews, financial planners can secure repeat bookings and even set up regular monthly check-ins for stable income.

Superannuation and Retirement Planning

Superannuation is a major concern for Australians, and many clients post tasks seeking help with understanding their super funds and planning for retirement. These tasks might include explaining investment options, comparing fees, and setting long-term contribution strategies. Because retirement planning requires specialist knowledge, these tasks often pay higher rates than general financial advice. By offering clear, tailored guidance, Taskers can position themselves as.

trusted experts and attract clients who are willing to rebook for follow-up sessions.

Investment Advice

Clients also turn to Extrahand to find financial planners who can guide them on where and how to invest. While some tasks are focused on educating clients about shares, ETFs, or managed funds, others may involve building a starter investment portfolio. Investment-related tasks can be very rewarding, both financially and in terms of client satisfaction, as customers are often looking for ways to grow wealth beyond savings accounts. With the right expertise, Taskers can charge premium rates and establish themselves as go-to specialists in this area.

Debt Reduction and Credit Advice

Many Australians post financial planner tasks when they feel overwhelmed by credit card debt, personal loans, or mortgage repayments. These tasks require empathy as well as expertise, as Taskers help clients consolidate debts, negotiate better terms, and set repayment strategies. Debt-related tasks can be time-intensive but provide strong opportunities for repeat work, as clients often need ongoing accountability and follow-up sessions to stay on track. Helping people achieve financial relief also builds powerful word-of-mouth referrals.

Small Business Financial Planning

Beyond individual clients, small business owners .

often seek financial planners on Extrahand to help them set budgets, manage cash flow, and prepare for growth. These tasks may involve creating financial models, forecasting, or offering tax-efficient strategies. Business clients tend to value long-term partnerships, making this one of the most lucrative avenues for Taskers. A strong reputation in small business planning can quickly lead to referrals and regular consulting work

Tips to Increase Your Financial Planning Income

To maximise earnings as a financial planner on Extrahand, it helps to highlight your qualifications and specialisations in your profile. Clients are more likely to hire Taskers with professional credentials or demonstrable expertise in areas like retirement or investments. Offering clear packages such as a one-hour budget review or a comprehensive superannuation health check can make your services easier to book and price. Providing written summaries or action plans after each session adds extra value and justifies higher rates. Finally, encouraging repeat sessions through follow-up planning reviews or monthly check-ins ensures you turn one-off bookings into reliable income streams.

Financial planning tasks on Extrahand open the door to flexible, rewarding work where you can use your expertise to directly improve people’s lives. From budgeting help to retirement strategies and business advice, Taskers who deliver clear, practical guidance can earn steady income and build lasting client relationships. With consistency, professionalism, and strong reviews, you can grow your reputation and secure higher-paying financial planner tasks over time.