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:
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- Fixed Interest,
- Australian Shares,
- International Shares