What Is Financial Planning?

Financial Planning is about taking a holistic view of your Financial health and planning for your goals and objectives.

The process of financial planning is as follows;

• Defining the scope of engagement – what will we do for you?
• Identifying your goals – what do you want?
• Assessing your financial situation – what is your current position?
• Preparing your financial plan – how we can help you achieve your goals?
• Implementing the recommendations
• Reviewing the plan – is the plan working for you? Do you still want the same things?

Financial planning is a relationship business to help you achieve your goals, simplify your life and give you a sense of security and peace of mind about your current and future financial position.