Financial planning

Good financial planning is about giving you greater control, and designing a plan that helps you reach your goals this year, next year, and every year after that.

What is Financial Planning?

It is important to note upfront that Financial Planning is not a product, it is a process.

It is not only about retirement, or investments, or insurances. It is a process which doesn’t end, regardless of your age, and incorporates many disciplines, which can be overwhelming if you’re trying to navigate them on your own.

What is A Financial Planner?

Your Financial Planner is a specialist in bringing these disciplines together, to create a long term, though dynamic picture and plan for your financial life.

Did you know?

The current rate of compulsory employer contributions of 9.5%, is not nearly enough to set you up comfortably in retirement. At this rate, you will still require government assistance in retirement.

Your Financial Plan

Your Financial Planner is somewhat of a personal project manager to you, whose sole purpose is to map a financial path, which will take you from the here and now, to next month, next year, and to your retirement and beyond (yes, death).

Financial Planning isn’t only about retirement. It is also about now, and next month, next year, 5, 10 and 20 years from now. You will set short and medium term savings goals, and put the steps in place to get there. Maybe take yourself on an exciting holiday around the world, buy a car, build a deposit for your first home, then buy it!

It is also about protecting (insuring) yourself and your assets. Perhaps, in time, protecting your growing family.

With your Financial Planner’s guidance, you will consider what you want your financial life to look like, and put the stepping stones in place to get there.

Now, retirement may seem a long way off, and your superannuation is ticking away isn’t it?

Working For Your Future

Over 20, 30, 40 or 50 years, you can set solid goals for a self funded retirement, and work steadily towards them, looking forward to the future, comfortable in the knowledge, that you and your planner are building yours, and your family’s financial future, and working hard to secure it.

Do you have any questions, that haven’t been answered on our site? Please call us to discuss further. We want you to feel confident in your decision to appoint a Financial Planner.

Of course if you have made the decision, and agree that a Financial Planner will add enormous value to your financial future, please call us to make your first appointment.


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Marcus Walsh

Senior Financial Planner