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The Austock Financial Planning Process

The financial planning process generally involves the following steps:

1. The collection of your financial data
2. The identification of your needs and objectives
3. Pinpointing where you are now and where you want to be
4. Agreeing to a financial plan (known as a Statement of Advice) which brings together your current financial position, investment objectives and particular needs and documents recommendations that best fit your circumstances
5. The implementation of your agreed financial plan
6. A periodic review of your financial plan to ensure it stays up-to-date and takes account of change (eg personal changes, legislative change, account cycles).

Your financial planner can discuss the importance of financial planning as an ongoing process with you.