At Invest Blue we’re here to help you live your best life.
Financial planning is much more than choosing products and funds. A financial plan defines your goals and what you need to do to achieve them. A financial plan helps you be well-organised, stay on track and helps you to achieve your plans and dreams.
How We Can Help You
A Financial Planner from Invest Blue will help you build a plan that can:
- establish what is important to you – your goals.
- explain how you will reach those goals.
- ensure you make the most of superannuation.
- put the right wealth protection in place for you and your family.
- identify wealth creation opportunities and strategies.
- help minimise your debt.
- identify tax minimisation strategies.
- help you plan for your retirement.
Benefits Of Financial Planning
- A financial plan helps you construct your priorities and design the lifestyle that you desire.
- You will be able to manage your financial affairs having an understanding of money.
- By sticking to your plan you can avoid excessive spending and unmanageable debts.
- You will have a sense of freedom from financial worries that come from lack of planning.
- You will be more effective in building, using and protecting your wealth throughout your life.
What Is A Financial Plan?
Australian Investments and Securities Commission (ASIC)* says a good financial plan should:
- Summarise your financial position.
- List your goals.
- Explain how you will reach those goals.
- Show how carefully chosen investments mesh together as working parts of your overall strategy.
- Disclose and explain any risks and how they can be overcome.
- State all the costs.
Your Financial Planning Journey With Invest Blue
At Invest Blue we make the financial planning process enjoyable and easy working with you through a five-step process.
What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
