Financial Planning is the foundation of your financial future and represents the difference between creating your financial future, and simply allowing it to happen.
If you want a sound financial future you need good overall advice, not bits and pieces of advice from a range of sources that may not fit together.
Financial planning gives overall advice in a financial plan that will:
- be based on your objectives
- meet your needs
- minimise tax, and
- minimise financial risk
Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.