What is Financial Planning?
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals. The first step is to make sure you have access to the right advice.
If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing rules and regulations.
Financial planning is a specialist profession and you should make sure that you’re getting advice from a properly qualified person. A financial planner will help you reach your goals; even if retirement may seem a lifetime away, the sooner you start planning the more likely you’ll be to achieve financial independence and peace of mind (Source: Financial Planning Association of Australia).
1. Initial Meeting
Let’s have a coffee and a chat, and we’ll discuss:
- Your current situation
- Your goals and cashflow
- How we might be able to assist in getting the outcomes important to you.
2. Strategy Development
We’ll review your entire financial world and develop a personalised roadmap for your future that is clear, focused, and transparent. Whether you want advice on a single area, or want a full-service financial plan, we can ensure you have the money you need to do what’s important to you.
3. Implementing your plan
Once you accept the roadmap we’ve designed together, our team will do all the legwork to implement your plan, allowing you to focus on living your life.
Additionally, your Financial Adviser will work with your lawyers, accountants, and insurance brokers to make sure that they are all working towards achieving your goals.
Why Henderson Matusch?
We make it easy for you to get started with a plan for your financial future. We also help you monitor and track your progress, which helps motivate you and keep you on track for success.
Established in 2004 by finance industry veterans, we’re big enough to be able to source some of the best financial products across Australia. We’re also small enough to be able to carefully craft the most effective strategies, just for you.
We measure our performance by your success and satisfaction, and we never lose sight of what’s really important – our clients.