29A Portman Street Oakleigh 3166

info@portgroup.com.au

1300 768 998

Financial Planning

What exactly is financial planning and in what way can a financial planner assist you?

This is a very good question and the answer to this is that a financial planner helps you make both short and long term financial decisions which are lucrative.

The financial planning process consists of three main phases:

  • Information gathering (or, research).
  • Analysis of prevailing market and personal conditions.
  • Implementation.

Anytime you’re consulting with a financial planner you will need to answer a number of questions so that he or she can get to know you and your long and short term goals. Based on this information they will prescribe a plan which then has to be implemented.

Want to know more..??

Call us today on 1300 768 998 or write to us using our contact form to find out more about this service.