HOLISTIC FINANCIAL PLANNING

HOLISTIC FINANCIAL PLANNING

When you fail to plan, you plan to fail. This maxim is especially true when it comes to finances, yet far too many Australians fail to plan for their financial future. Some people find the thought of financial planning intimidating. Others simply get caught up in the day-to-day minutiae of their lives and forget to make time for it. Yet there are several key benefits to making a financial plan:

  • Accelerated savings
  • Confidence in the future
  • Peace of mind
  • The ability to live comfortably now and in the future
  • The ability to reach your financial goals

The first step to creating a sound financial plan is to understand your current relationship with money. Before we can look to your future, we need to understand your past and present, not just in terms of money, but your history, your family, your lifestyle, your career, your hopes and dreams. This assessment also includes examining your assets, liabilities, insurance coverage, investment and tax strategies. Only then, when we have a detailed picture of your financial and life goals, can we begin to help you plan for your financial future.

It might sound complex, but our team are highly experienced and know how to explain every step of the journey in terms that you can understand easily. Your Mintwell Capital advisor will work closely with you to set short and long-term financial goals. They ensure that you feel comfortable and in control throughout the entire process. Every minute detail is explained, which will result in a sustainable financial plan that will deliver optimum results.

Your financial plan will only be activated when you are completely satisfied that it is the perfect solution for you. The Mintwell Capital team can also work your accountant or solicitor to ensure everybody is on the same page when it comes to your financial needs.

But that isn’t the end of the story. Everybody’s circumstances change over time, and our team will be there to help you amend your financial plan as life evolves.

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