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OUR APPROACH
Financial Planning is a process of analyzing your financial affairs and defining strategies that allow you to reach your goals and provide for your needs.
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It
starts with an interview between you and the Financial Planner so we can collect
your financial details and determine your risk attitude towards financial
matters. -
We then identify your financial needs and goals.
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We analyze financial issues relevant to your situation and formulate strategies and options to achieve your needs and goals.
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We prepare a written recommendation that shows you how to achieve a better financial future.
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If you like to put your plan into action we will implement the strategies for you.
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An ongoing review measures the progress of your plan and allows you to make corrections if and when required.
In Financial Planning we produce a 'Statement of Advice' that contains your financial roadmap. It details your circumstances today, explains recommended strategies and lists tasks to achieve your financial goals for the future. It is your financial compass to a better destination.
Note that financial planning advice is provided by Equity Resource Financial Planning. Equity Resource Financial Planning is an Authorised Representative of PATRON Financial Advice AFSL No 307379. Please read the Financial Services Guide for more information.
