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What is Financial Planning?

FLP Financial Process

Financial Planning

Financial Planning Is A Journey And Is Not Simply About Finding THE BEST Investment. Investments Are Important But This Is Only Part Of The Value. The Real Value Comes From The Strategies And Our Relationship;

  • Getting To Know You Really Well
  • Finding The Right Strategies
  • Keeping Things Simple And Current
  • Helping You Stick To Your Plan
  • Managing Risk.

    Bringing It All Together To Help You Achieve Your Goals And Live The Lifestyle That You Want To Live.

    We believe that the advice process is a journey and the reason most people don'T get started working on their financial future is that financial planning is often perceived as too complicated, overwhelming or expensive. Therefore, we offer clients a multiple step approach, that allows them to understand and only pay for what they need.

    FLP Financial Advice Process Clients
    FLP Financial Advice Process Clients

    Authorised Representatives

    Chris Reed, Sarah Power, Kerry O’Malley are Authorised Representatives of FLP Financial.

    Ensured Privacy

    We are committed to ensuring the privacy and security of your personal information.​

    General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
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