Financial Planning is all about having a plan in place which sets out how to best meet your financial and lifestyle goals so that you can achieve what you want to achieve in life.
When it comes to managing your finances and wealth, quite often, there is a ‘better way’ of doing things. A qualified Financial Planner has the ‘know how’ to advise you on the best way forward when it comes to managing your finances.
A Financial Planner is a specialist profession, a person who knows the intricacies of finance. We delve deep into your entire financial situation to see how we can improve your finances and ultimately achieve your lifestyle and financial goals. We look at your cash flow, debts and home loan, investments, tax planning, superannuation, insurance, investment properties, retirement plans, financial goals, and lifestyle goals and put in place strategies and investments to help you get to where you want to be in life.
An Oak Tree Financial Planner will work with you to design a step by step Financial Plan that sets out how you can meet your own personal financial goals and lifestyle goals.
Here’s how we do it!
Come in for a free chat with a licensed Financial Planner to see how your finances are positioned. We want to learn all about you and your finances; your wants, needs, fears, concerns. You’ll gain clarity of your current financial position and see how we can help you with your finances.
We’ll review your financial situation and develop strategies to help you achieve your financial goals. We can provide advice on only one area or provide a complete comprehensive Financial Plan (which is a step by step plan which shows you how to better your finances and meet your financial goals). We can provide advice on the most appropriate investment strategies for you and also provide advice on investment products.
We’ll help you put in place the Financial Plan, and provide an ongoing advice service to help manage your finances and keep you on track with your Financial Plan. So that you spend less time worrying about your finances and paperwork, and more time living life and doing more of what you love.
Want to know more… have a chat to a qualified Financial Planner. Book in a free initial consultation, and see how we can help you.