Financial planning is a strategy that aims to strengthen financial security by ensuring client financial goals are met. It’s a process which aims to increase client wealth while ensuring that risks are managed.
Our qualified financial planner, can discuss your financial options with you and provide a three-stage service in financial planning that includes:
Initial financial advice
- This involves understanding client needs and risk profile and suggesting comprehensive, effective strategies to strengthen client financial security and meet financial goals.
Implementation of a financial plan
- This is the step of implementing above strategies (in the statement of advise) as accepted by client
Ongoing investment portfolio management
- Overtime client need, risk profile and goals change. For clients seeking ongoing support we provide periodical reviews of the plan. We recommend clients to opt for an annual review
Besides, personal insurance solutions like income, life, TPD and trauma insurances we may suggest investment options in both debt (corporate bonds, term deposits, local body and Government stock) and shares (Australian and overseas shares) and managed investment funds.
Vivek Perti provides financial planning services as AFS Rep# 001255271 authorised under AFSL 48293