HOW DOES IT WORK?
A financial plan identifies, organises and prioritises your financial goals, then outlines the steps you need to take to achieve them.
It will also give insight as to if you’re on track to meet your financial goals or if you need to adjust your spending or expectations accordingly.
Financial plans can stretch over years, months or decades, depending on the time horizon of your goals and are flexible, allowing for any possible life changes or unforeseen events.
In a financial plan we begin with a fully documented review of your existing policies and products including an analysis of current product and fund features.
