The Importance of Financial Planning
Financial planning is a broad term that covers a lot of different areas, from retirement planning to education funding to paying off a mortgage. It’s important to have a financial plan in place to make sure you are prepared for whatever life throws your way.
If you would like to receive assistance creating a comprehensive financial plan, we are here to help.
5 Steps to a Financial Plan
Step 1
We help you identify financial goals such as retirement planning, education planning, and estate planning, and prioritise them based on what is most important to you. We identify clear timeframes and separate your needs from your wants.
Step 2
We gather your financial and personal information to capture a detailed fact find of your current financial picture including your income, expenses, assets, liabilities, risk attitude, tolerance, and capacity to identify your current circumstances.
Step 3
Step 4
Step 5
Am I on Track to Reach My Financial Goals?
It is important to remember that it is never too early to start planning for your future. The sooner you start, the better prepared you will be. A comprehensive review will show exactly where you stand and how far you are from reaching your goals. While achieving your goals you are not alone, you will get quarterly updates and during a yearly review, we make sure you are still on track and that your plan is still right for your current circumstances.
