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What is a Financial Plan?

What is a Financial Plan?

Thursday 31 October 19

A financial plan is something that is very practical and helpful.  It helps you to work out what you need to do to get where you want to go.  And it also can become a tool to evaluate your progress along the journey.  James Massey, financial advisor and director of Grace Financial Services explains in this video.

Now that you know, what better time could there be to make an appointment to have a chat about getting a finanical plan done than now?  There is no cost or obligation for the initial appointment, and it can be done by video conference, phone or an in-person, face to face appointment.  You can make your own booking with James by going to www.calendly.com/gracefinancial.

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Grace Financial Services Pty Ltd and James Massey are Authorised Representatives of HNW Planning Pty Ltd, AFSL 225216. Authorised Representative nos. GFS: 452765, James: 398841. Content of site may not be fully up to date as legislation and financial products are constantly changing. Any advice provided on this website is of a general nature not taking into account your personal objectives and situation. Such matters are important to consider prior to taking any action. Please make an appointment to discuss your specific situation so that appropriate advice may be given with regard to suitable products using current information.