The 6 steps of financial planning
Our team is committed to helping you make smart decisions about your money, and helping you achieve all that is important to you. Whilst flexible and adaptable, our approach to securing your financial future is broadly in keeping with a six-point planning process:
An opportunity to discover what you really want to achieve for your financial future and in life. We will listen to you in order to understand your current situation and any specific issues concerning you.
Identifying any gaps between what you really want and where you are currently heading. We will help you to discover your true goals for your financial future.
Together we develop and propose options and practical solutions that can achieve an outcome that really reflects your needs and your goals. You then choose which option best suits you.
With you we develop a solid financial plan specific to your chosen model and one that truly reflects your individual needs and situation.
We will lead and coordinate the implementation of your plan, together with all necessary financial and legal partners. We will set up the right structure and firm foundation to get your financial house in order.
We will continue to monitor your situation and chosen plan to ensure that any evolving changes and opportunities are handled in an accurate and timely manner – remember, we are with you for the long haul.
“We’d come to a transition stage in our lives and needed advice on the structuring of our financial affairs. On the horizon was the purchase of a new home, high school fees, and we suspected there were some significant holes in our current strategy. The preference was to talk to one person about our finances inclusive of super, mortgage, insurance and asset balance. Ashley has provided this in spades, providing wholistic advice that we value and trust. He is an exceptional communicator, professional at all times and provides us with sound financial advice. Above all, we trust that Ashley always has our best interests at heart.”