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Family Portrait


Image by micheile henderson
Superannuation & Retirement Planning
Businessmen with Umbrellas
Risk Insurance 
Donation Jar
Wealth Creation & Investments
Collecting Money
Cash Flow, Budgeting & Debt
Filling Out Tax Form
Taxation Planning
Family Time
Estate Planning


The six stages of the financial planning process are:

  1. Defining the scope of engagement: Your financial planner will explain their process, identify your needs, and ensure they can be met.

  2. Identifying your goals: You work with your financial planner to establish your short- and long-term financial goals.

  3. Assessing your financial situation: Your financial planner will review your assets, liabilities, insurance coverage, and investment or tax strategies.

  4. Preparing your financial plan: Your financial planner recommends strategies, products, and services that align with your goals and answers your questions via a Statement of Advice.

  5. Implementing the recommendations: Once you're ready, your financial plan is put into action, with the involvement of specialist professionals where appropriate.

  6. Reviewing the plan: Regularly reviewing your financial plan is essential to ensure it remains aligned with your evolving circumstances, lifestyle, and goals.

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