“Financial Planning” encompasses many different disciplines – including:
After determining the areas in which financial advice is required, the financial planner will provide considered advice in the design, implementation and maintenance of a Financial Plan for the purpose of achieving a client’s short, medium and long-term financial objectives.
This Financial Planning process involves the following steps:
The Financial Planning organisation we refer to has an unruffled and “Plain English” advice process.
Further information can be obtained by visiting www.ozplan.com.au.