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Achieving Your GoalsFinancial Planning is the process of achieving your life goals and objectives through the correct management of your finances. Your Life goals and objectives could include purchasing a home, saving for your children’s education, managing debt or planning for retirement. The following steps will outline how as a Financial Planner we can assist you. Step 1: Initial ConsultationAt your first consultation we will ask you to provide details of your financial situation. Then we will assist you in identifying your needs, establish and prioritise your goals and objectives. Step 2: Your Financial PlanOur ‘Statement of Advice’ is your financial plan. This plan will explain the strategies we will be recommending to help you in achieving your financial goals and objectives and help you make informed decisions. Step 3: Implementation of your PlanOnce you are comfortable with your financial plan (Statement of Advice) we will help you to implement the recommended strategies. We will also provide you with the necessary paperwork and follow up any outstanding issues. Step 4: Regular ReviewTo assist keeping your strategy on track, you may also agree with us to review the performance of your investments and keep you informed of the progress towards realising your goals and objectives. Should there be any significant changes required we will assist you to make these necessary adjustments to your portfolio.
My Wife and I have used the services of DSA Financial Pty Ltd for approx six years now, and have always found Darryl most helpful with managing our needs especially when I retired earlier this year. He came up with a most suitable package for my self funded retirement plan. It has been in operation for approx 7 mths and is working very well for me. We have no hesitation in recommending Darryl as a financial manager, and will be using his services again when my Wife decides to retire. Regards Clive and Barbara Stent |
