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Financial Planning

Financial Planning

We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into the retirement years when careful planning from the previous phases bears the fruit of financial security.

The need for quality advice has never been greater.

Financial planning involves formulating a strategy tailored specifically to your financial needs and resources taking into account your age, lifestyle, investment experience, risk profile and investment time horizon.

Our aim is to assist you to secure and build your financial future.  The process involves a series of meetings and discussions where our financial planners take you carefully through each step of the process:

Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change, we adjust the original strategic recommendations to accommodate the changes in your life.

In consultation with you, we will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your circumstances.  The regularity of periodic reviews will be agreed with you depending on your particular needs and circumstances.

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This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

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