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It is our mission to utilise world-leading solutions that will support you through the process and assist you from start to finish.
With nothing more certain than the continual change in the world of finance, partnering with us at Peard Financial Planning will ensure peace of mind for you and your family for any financial decisions now and in the future. With our help, you’ll be inspired to take action!
Our financial planning process.
We treat each client as an individual and our advice process allows us to tailor a plan that best meets your goals.
Identifying your goals
We help you identify your financial and lifestyle goals. The type of advice you need will depend on your life stage, the amount of money you want to invest and the complexity of your affairs. We also help to establish the range of issues that need to be addressed to meet your goals. You may choose to address some or all goals and issues.
Considering the opportunities and risks
We assess your current situation and investigate a range of strategies and financial product options for you to reach your goals.
Bridging the gap
Based on discussions with you and the research conducted by us, we will devise a strategy to bridge the gap between where you are now and where you want to be.
Bringing your plan to life
We work closely with you to implement your financial strategy. We help you complete any necessary paperwork and we’re available to attend meetings with your accountant, solicitor and general insurer so your strategy is implemented efficiently.
Staying on track
With time, your circumstances will change and your financial plan will need to be adjusted. We design an ongoing service program to ensure your plan stays on track to meet your goals.Sometimes life takes us in unplanned directions. When you need a little extra help, just ask us for additional advice. We are there to help you – whatever the occasion.
Licensee Alvarino Pty Ltd ABN 45 108 269 870 | Australian Credit License: 415832