A strategic financial plan is a vital roadmap in reaching your financial goals.

Strategic financial planning is the process of determining how an individual, couple or family manage their finances to ensure they achieve their goals and objectives for both the short and long-term.

Our team at Perks has the expertise to guide you successfully through this process:

  • Clarify your objectives
  • Understand your current situation including assets, liabilities and cash flow
  • Discuss and implement a suitable strategy to assist in achieving your objectives

The strategies suggested by our Perks team will be specific to each clients individual situation and your applicable life stage.

The following diagram provides a summary of some major life stages and the financial issues that are often associated:

 

Disclaimer: Any financial product advice is provided by Perks Wealth Management Pty Ltd (AFSL No. 236551) (“PWM”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PWM’s FSG for contact information and information about remuneration and associations with product issuers.

 

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