At FIA Financial Planning we are specialists in wealth accumulation and personal insurance advice.
We pride ourselves on being there to help people from all walks of life but with a particular interest in small to medium business owners who are time poor and see value in having us as a trusted adviser.
Financial advice can be complex and littered with jargon, which makes it vital to have someone you can rely on to clearly communicate the best course of action for you to take. We believe our advice is provided in a clear and concise manner that is easily understood by all.
Our approach to financial planning is based around providing great advice upfront and ensuring that our clients follow through on that advice through ongoing reviews and education.
Our aim is to make the process of developing a sound financial plan as simple and streamlined as possible. We break the process down into the 5 steps outlined below.
For full details of our financial planning process click here
“Behavioural management is the most important thing that I can offer as an Adviser. In most cases it’s not the performance of the product that determines the client’s outcomes but their ability to stick to their long-term plan through the good times and the bad.”