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Financial Planning

Before they came to see us, many of our clients wondered whether it was too early to get financial advice. They questioned whether or not they had enough money to work with,  if they should first pay off their home or put more into super before seeing an adviser. When they did decide to come and see us, a common reaction was often ‘I wish we’d done this earlier.’ For many people, the relief that comes from getting a plan is palpable and the financial benefits of starting now can be hugely rewarding. As the famous saying goes: "Action may not always bring happiness, but there is no happiness without action."

Financial planning is a two-way process. It takes six steps to structure and implement a financial plan which will help you achieve your short and long-term goals.

 1.     Prepare your financial details

At your initial meeting with your FMD adviser, you will firstly discuss your current financial situation. At this stage you should set out your income, assets, debts and commitments. It’s your opportunity for a financial stocktake.

2.     Identify your goals

Also at the first meeting, you will outline your personal and business financial goals, clarifying the position you want to reach in the future - whether it’s five years or three decades away.

3.     Develop a strategy

At this stage, you can see gaps between where you are and where you want to be. Your FMD adviser will clarify your financial strengths and weaknesses. Your adviser will then develop a financial strategy tailored to your individual needs.

4.     Consider recommendations

Your FMD adviser will work on detailed recommendations with clear targets to help you achieve your short and long-term goals.

5.     Implement the financial strategy

When you are completely satisfied with your FMD adviser recommendations the necessary paperwork is then completed and we are ready to implement your financial plan.

6.     Review your needs

In this ever-changing environment of financial markets, government legislations, health issues and family circumstances, our ongoing service and review program ensures that your financial plan remains up to date. Your FMD adviser will discuss these changing circumstances with you and give regular updates on your portfolio.


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