What is Financial Planning?

 

Ultimately we are here to help you.

 

• Help you understand your current financial situation

• Help you establish your financial goals

• Create a plan to help achieve your goals

• Make the process simple

• Make your money work harder for you

• Provide structured reviews to keep you on track and adapt to changes in your life

 

About You

 

• What do you need help with right now?

• What do you want from your financial planner?

• What is your current situation?

• What do you want to achieve in the short, medium and long term? 

 

Not sure? The attached Financial Health Check questionnaire may help you identify specific areas of financial planning that may require attention.