Advice & Process
Goal Setting
Our first step in the financial planning process is to define your goals and objectives. It’s essential that it is you who should tell us what you want to achieve, we will help you in this process by listening to you and asking you questions about what it is that’s important to you. We have found that people goals vary largely so it is our responsibility to provide a process that assists you in defining, quantifying and prioritising these goals. After your goals have been defined we often make clients aware that it’s our job to make you stick to them like a personal trainer would make you keep exercising or doing that extra few pushups for your own good, so you must be committed to achieve your goal. Then we explain our fee structure that would be relevant to your situation however our initial meetings are obligation free.
We work with external Life coaches that can also look at your personal goals, business and health to take a wholistic approach to achieving your overall aspirations.
The power of ‘making a decision’ is expressed below by one of the world’s great thinkers and philosophers below.
"The moment one definitely commits oneself, then Providence moves too. All sorts of things occur to help one that would never otherwise have occurred...unforseen incidents, meetings, and material assistance, which no man could have dreamed would come his way."
Johann Wolfgang von Goethe
The Plan
We will work together in creating a plan that will help you to achieve your goals, we want you to take ownership of the plan and see how it does aim what you want to achieve, then you will want to stick to it. Your plan will be built through a variety of strategies that encompass:
- Lifestyle
- Timeframe
- Risk/Return
- Cash flow
ABH Financial Planning makes it our business to be as committed to your financial goals as you are. Financial planning is an ongoing process and we support our clients to follow through. Also Changes in legislation can bring problems and opportunity we want to make you aware of how the changes will impact you. Also lifestyle goals and personal circumstances will occur, so it is important to closely review all aspects of progress against our goal.
Implementation
Assuming your happy with the plan or would like to change part of it we tailor it to you. Once you are happy we then implement the plan. This industry is full of paperwork the good news is we get it all together for you and implement the plan in a timely and efficient manner and keep you updated along the way.
Follow up
The plan is largely as successful as you sticking to it so we have 3 monthly to annual reviews depending on the plan and your needs. We conduct regular client update nights where we invite keynote speakers fund manager updates and other strategy nights. This is also an opportunity to meet other clients. We provide regular email updates and quarterly newsletters to keep you abreast of any changes that may impact you.
Our Services
As an authorised representative of Professional Investment Services we are able to offer you the following services:
- Comprehensive financial planning
- Investment selection and ongoing management
- Retirement planning
- Superannuation advice including self managed superannuation funds
- Centrelink consideration
- Insurance reviews through our Professional Investment Services insurance broker
- Investment performance review
- Wealth accumulation strategies
- Seminars
- Newsletters
As a valued client of Choice Financial Planning you will also enjoy our ongoing education service including regular newsletters and annual seminars.
What do Clients have to say about us?
Click here to read our testimonials
