slide: Financial planning

FINANCIAL PLANNING

Financial planning doesn’t need to be daunting. This module will help you understand the value of good financial advice, and how it can help you set and meet your goals and make confident and informed financial decisions, now and in the future.

Financial planning visited
What is financial planning?
Working with an adviser
Step 1
Step 2
Step 3
Step 4
A good financial plan
Preparing for your meeting
Getting advice
The cost of advice
Congratulations

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Moneysmart Choosing a financial adviser
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Moneysmart Financial advice costs
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NGS: Advice services
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NGS: Meet our financial planners
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NGS: What to expect from financial planning
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PDF: Issues to consider
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PDF: What I want to achieve

Financial planning

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