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What is financial planning?

  • Enables you to fully understand your current financial position and define what financial independence means to you
  • Informs good investment decisions and ensures any investment planning you undertake is appropriate and supports you in achieving your wider goals
  • Addresses financial worries and concerns and enables you to live life well with the peace of mind of knowing everything is ok

What is a financial plan?

A financial plan is a clear written statement of objectives which is supported by a continually refined interactive lifetime cash flow model, which we call AIMS (link), which helps you to set goals and map out a plan to achieve them.