How financial planning makes a difference


True financial planning is based on a long-term, one-to-one relationship with an advisor and involves a comprehensive, ongoing approach to managing all areas of your financial life. For many people, having a financial plan helps them feel more confident about their financial future.

What can financial planning can do for you?

Increase your confidence about financial matters

Those who have written plans say are:

  • Less likely to worry about retirement
  • More satisfied with the process of managing their finances
  • Feel more prepared for whatever the future holds

Your life changes, so your plan should too. Working with a knowledgeable financial advisor – someone who takes a genuine interest in your financial success – can help keep you on track with your objectives.

  • Review your plan regularly and track your progress toward your goals.
  • Apply new solutions, strategies and tactics as your needs change.

What is in it for you?

Like a fitness regime, it takes time to see the fruits of your labour. However, if you stick to your plan, a qualified financial planner will achieve more for you than any other professional could, and the value of their work will span generations.

By working with your financial planner, you can:

  • take control over the financial planning process and associated outcomes, using the tools and coaching provided by Fresh
  • enjoy a personalised service focusing on your needs, rather than generalised solutions
  • gain access to highly qualified financial planners who ‘advise’ rather than ‘sell’
  • achieve a clearer, more realistic picture of your current financial position and desired future
  • work with a flexible plan that allows you to modify your strategy through regular reviews
  • benefit from a rewarding environment that prompts you to regularly consider your financial options
  • reach peace of mind knowing that your finances are in order and your long-term lifestyle goals will be met.

You will feel empowered as you will be in the driver’s seat to control your finances and reach your lifestyle goals!

Money spent today cannot be invested to achieve tomorrow’s goals. Sacrificing instant wants to achieve future needs is a tough task when done without guidance.

Generally, an individual avoids doing structured planning due to the following reasons:

The tendency to procrastinate. Some of the most common excuses are-

“I don’t have time.”

“It’s too hard.”

“I’ll worry about it tomorrow.”

“I have other things to do.”

Saving money requires discipline, planning and good investment options. Invest on your own or allow one of our professionals to offer you guidance. Either way we’re here to help.


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