What is Financial Planning?


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Financial planning is about developing personal strategies to help you manage your financial affairs and to help you meet your financial and life goals.

The first step is to make sure you have access to the right advice.

Unfortunately life is complex and is not easy.   It is hard to understanding the ever changing government rules and regulations - your taxation structure, your life and disability, income protection insurance, your superannuation, what is Self Managed Super Funds (SMSF), your pension, your loans and refinancing, and your investment structure.

 

 

"Financial planning is a specialist profession and you should make sure that you’re getting advice from a properly qualified person.  A financial planner will help you reach your goals; even if retirement may seem a lifetime away, the sooner you start planning the more likely you’ll be to achieve financial independence and peace of mind"
“A survey of Yale University graduates in 1953 showed that only 3% had written down their financial plans for the future. Twenty years later a follow up survey of the same graduates showed that the assets of the 3% who had written down their plan exceeded the combined assets of the 97% who had not.”
Source: Money Tree/Wealth Adviser

Why is our approach so successful?

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Many of us have tried financial planning in the past and it didn't work, or don't know where to start.  People often fail because financial planning concepts are difficult to understand and to put into practice.

Our clients experience incredible level of success because our expert team does all the heavy lifting for you.  We think of it as a life long partnership.  We can usually turn your financial situation around quickly, stay on target, relieve the pressure and stress, more so than if you did it by yourself.

After helping you to create your Financial Plan that achieves your financial and life goals, we help you get it going and stay on target.

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Why do so many Australians approach us for help?

Our successful clients use and implement our proven method of six steps to approach Financial Planning,

  1. DEFINING THE SCOPE OF FINANCIAL ENGAGEMENT
  2. IDENTIFYING YOUR GOALS (THIS IS THE KEY)
  3. ASSESSING YOUR FINANCIAL SITUATION (IN-DEPTH)
  4. ANALYSIS AND PREPARE YOUR FINANCIAL PLAN
  5. IMPLEMENTATION STAGE - YOUR FINANCIAL PLAN WILL BE PUT INTO ACTION
  6. ANNUAL REVIEW OF YOUR PLAN & LIFE GOALS

People We Help Best

  • Gen X & Gen Y
  • Planning for Retirement
  • Thinking about Retirement
  • Small to Medium Businesses

Be Successful. Start your Plan Today.

For a initial consultation with one of our expert financial advisers CLICK HERE