Financial Planning

What is Financial Planning and how could it benefit me?

Financial Planning is the process whereby an individual moves towards meeting personal and financial goals through the development and implementation of a comprehensive financial plan.

This ensures that your personal and financial goals are clearly identified and that a plan to achieve these goals can be established and implemented.

An articulated financial plan allows you to make sure you have a diverse portfolio so all of your eggs don’t end up in one basket. It also makes it easier to monitor your financial progress towards your goals.

A comprehensive financial plan will match recommended investments with your individual risk profile and provide diversification across the five main asset classes:
  • Cash,
  • Fixed Interest,
  • Property,
  • Australian Shares,
  • International Shares
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