What is Financial Planning?
Financial planning is a holistic approach to planning for your financial future. It is about setting short and long-term goals and developing strategies to achieve those goals.
It includes setting short-term and long-term goals and developing strategies to help you manage your financial affairs so you can build wealth, protect you and your family and achieve financial security.
When you meet with a Financial Planner, they will talk to you about your:
- financial background
- current financial position
- insurance position
- your financial goals and aims.
Where comprehensive advice is given, the planner will develop a strategy which takes into account all of those factors and outline how you can work towards achieving your financial goals.