What is a Financial Plan?

If you don’t already have a financial plan in place, you may be wondering, what is a financial plan?

A financial plan helps you manage your money so you can have more freedom to live the kind of life you want, now, and in the future.

Your personalised plan might cover everything, from setting realistic savings targets and working out how to achieve them, right through to reducing personal debt, ensuring your family’s financial wellbeing is protected with appropriate life insurances, and/or making the most of your superannuation – or it might just cover one or two of the areas that are most important to you.

Your plan can also help you manage your money through major life changes like getting married, starting a family, or living life to the full in retirement.

Financial Planners can work with you to build a plan that is completely tailored to your individual needs.

So, talk to us today about how Bryan McGuinness our financial adviser can help you plan for the life you want to live.

We offer a range of ongoing service packages where we’ll continue to meet with you for formal and informal reviews to monitor your progress and finetune your plan.

Phone: 08 9472 0211

The roadmap to your future retirement needs some direction, and your super plays a big part in that! Find out more about how we can help with your investment strategy.

Watch this easy short video on ~ What is a financial plan  



Posted in: Financial planning

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