Our Services
Financial Planning Process
"Financial Planning is the process of meeting your life goals through proper management of your finances" (Financial Planning Association)
Your lifestyle goals could include buying a home, saving for your children's education, managing debt, creating wealth or planning for your retirement to name a few.
What can you expect at a financial planning consultation?
As authorised representatives of AXA Financial Planning, we use the six-step process recommended by the Financial Planning Association of Australia (FPA) to help you take a 'big picture' look at where you are and where you want to be financially.
The six steps of the financial planning process are:
- Step 1: Gathering information
At Our initial interview we will obtain details on your income, debt level and commitments, to help build an accurate picture of your current financial situation. - Step 2: Determining your lifestyle/financial goals
Our Lifestyle Partners Financial Solutions authorised representative will help you to establish what you are working towards, in short, medium and long term. - Step 3: Identifying financial issues
During this phase of the process we will discuss any shortfalls between where you are now and where you want to be. - Step 4: Preparing your financial plan
A document will be given to you that will identify your financial goals, recommended investments and attitude to risk. - Step 5: Implementing your financial plan
Upon completion of all necessary documentation required to get your plan 'under way' we will implement the strategies that we have agreed with you during our interviews - Step 6: Reviewing and revising your plan
Through consultation with you, Lifestyle Partners Financial Solutions authorised representatives will review and revise your strategy to ensure it stays up-to-date, and relevant to the economic climate and your changing lifestyle.
As your financial advisers, we can provide you with a wide range of services to assist you in making the most of all your financial opportunities. Please select a category from the list to the right to view a brief introduction to the services we offer.
Would you like to know more? Contact us today!
