Financial Planning

Financial planning is the process of meeting life’s goals through the proper management of your money. It is developing strategies to help you manage your financial affairs to meet your daily lifestyle needs and future life goals. Everybody can benefit from using the financial planning process to understand their current financial situation and to develop a plan for the future.

 

Generally, developing a financial plan involves -

 

  • Accessing your personal circumstances, risk tolerance and financial needs.

  • Working out what you want to achieve, how you might achieve it and understanding any problems you might encounter along the way

  • Investigating and deciding on the best way to make your money work for you.

 

At Finance and Risk Consultants we aim to create wealth for our clients using an active and disciplined approach to choosing the right investment strategy and investment products.

 

Our investment advice is governed by four principal philosophies –

  • Integrity to the client

  • Market knowledge

  • Respect amongst peers

  • Quality, reliability and on-going service.

 

Working together with your Accountant, Solicitor and other professional advisers, Finance and Risk Consultants establish long term relationships to provide advice in the following areas:

 

  • Business Insurance

  • Estate Planning

  • Employment Benefits

  • Wealth Accumulation/Investing

  • Retirement Planning

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Finance and Risk Consultants are a Corporate Authorised Representative of  My AFSL Pty Ltd - ABN 88 625 856 840

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