Investment

Financial Planning

What is Financial Planning?

Financial Planning Overview

Financial planning is when you seek the professional advice of a financial planner to assist you in many areas regarding your finances.

As part of financial planning there are elements outside that of money matters such as insurance, estate planning and more.

The definition of financial planning as defined by the FPA (Financial Planning Association) is described as follows:  ‘Financial Planning is the process of meeting your life goals through the proper management of your finances.”

AussieWise Finance Group is able to provide you with financial planning services through a vast network of financial planners under the AFG (Australian Finance Group) umbrella.

Many people have differing needs and not only in the area of mortgage and finance but specifically financial planning itself.

As mentioned there is a lot more to financial planning than managing finances and by engaging the services of a financial planning professional accredited through AFG you will be able to look at the entire gamut of what financial planning is able to offer you and your family.

Whatever it is you are wanting to achieve through you can contact us and we can arrange for an AFG accredited financial planning professional to see you at a time which suits.

How can Financial Planning help me?
What will an authorised AFG Financial Planning representative do for me?
I’m interested in financial planning, what do I do now?

How can Financial Planning help me?

We have listed some commonly asked questions about financial planning below to give you an idea on what financial planning is about and how financial planning can help you.

Financial planning can help you if you’re not confident about managing your money or just don’t know where to invest
If you do not have a valid will then financial planning can put this in place for you to protect your family or nominated beneficiaries
Financial planning can help provide you with a greater level of direction and investment growth if you have existing investments
You may have just received an inheritance and are unsure on how to invest this and financial planning can assist you
Perhaps you have a high risk occupation and are considering insurance to protect you and your family and again financial planning can help you
If you are nearing retirement then financial planning is a wise way to review your finances and the maintenance of your lifestyle in your retirement years

These are some of the areas where financial planning can assist you and there are many more elements of your life where financial planning can assist.

To find out more contact us and we will arrange for a financial planner to see you when it suits.

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What will an authorised AFG Financial Planning representative do for me?

Some of the key areas which an authorised AFG Financial Planning Representative can help you are listed below:

An authorised AFG Financial Planning Representative will ascertain your individual risk profile and create a suitable financial plan in line with this
An authorised AFG Financial Planning Representative will identify and help you achieve you short, medium and long term goals
An authorised AFG Financial Planning Representative will also help you select the most appropriate financial planning products based on your needs for today and the future
An authorised AFG Financial Planning Representative will develop a comprehensive and personalised financial plan

There is so much more that an authorised AFG Financial Planning Representative can do from a fiancial planning perspective so why not contact us to find out more.

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I’m interested in financial planning, what do I do now?

What you can do to achieve your goals be it financial or risk protection is to contact us and have an authosrised AFG financial planning representative see you for a consultation.

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Our qualified Financial Planners can provide you with a variety of financial solutions according to your needs and risk profile.

They take into consideration Superannuation issues, a variety of Pensions, your Insurances and Risk profile, Wealth Creation and much more.