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 help you achieve your plans and dreams.
A Financial Planner from Invest Blue will help you build a plan that can:
Australian Investments and Securities Commission (ASIC) says a good financial plan should:
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.