You can’t plan for everything, but a well-thought-out plan gives you confidence and increases your chances of success. A financial plan is the same.
Financial planning is the process of determining your goals and then determining a financial and investment strategy to meet those goals. A financial planner can help you do this.
A financial planner is like a personal trainer for your money. He or she can bring the right knowledge, expertise, and guidance to help you identify your individual goals and provide the blueprint for you to achieve them.
In today’s complex and ever-changing fiscal world, it’s never been more important to seek qualified and experienced guidance to help you secure a successful financial future.
When you get in touch with us, we set up a 60- 90-minute consultation that is at no cost to you. A little like a first date, we will get an idea of what you are looking for and whether we can help you. You get a sense of our expertise and whether you want to work with us.
Discuss your goals and current financial position
We will discuss your current situation and collect specific and relevant information from you so that we may better understand your background.
Define what advice you are looking for and discuss costs
Identifying exactly what you are looking for is the foundation for creating your plan. Your adviser will go over which specific areas of financial planning and advice you are seeking. They will also discuss costs upfront so that you know exactly what your expenses will be.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Clive Harris and Associates Pty Ltd trading as Minerds Bell Consultancy Group ABN 97 008 019 163 is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee, Licensee Number 234665.
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