Someone called today to ask “when would be the best time to start talking to you about retiring?” That’s the one question I wished more people asked before they finish working! Instead most people wait until they finish working before planning for retirement! Unfortunately planning after retirement reduces the options available to create awesome outcomes.…
In a world full of confusing and conflicting information, it’s important for you to look for a financial planner who is happy to listen to and understand your concerns around money, not to mention your concerns about doing things financially you’ve probably never done before.
When deciding to engage a financial planner, ideally you need to be confident they will make sure you’re comfortable, informed and even a little educated as part of the discovery process. This means they should listen and ask enough questions to understand your needs, where you want to go and maybe even help prioritise how you might proceed.
At Prosperity Planning, we focus on building quality long-term relationships, based on mutual trust, transparency and confidence. To us this is important, after all, we will be working closely to help create a stress-free financial future for you.
As part of the financial planning process, you’ll receive strategic guidance from an experienced, qualified financial planner and, depending on the strategy you agree on, the results might help you save money, clear debt, build wealth, plan for retirement and even improve your longer-term financial future.
We’ll take the time to know and understand your individual position before tailoring our financial solutions for your maximum benefit. We’re all about improving your long-term lifestyle and providing you with choices in how you spend your retirement.
As we are a fee-for-service practice, once we agree on the level of advice and involvement you want, we will provide details of what your advice will cost. You’ll know what you can expect to pay before we start, there won’t be any surprise bills!.