What does financial planning really mean? John Grocke
Автор: JohnstonGrocke
Загружено: 2010-05-09
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John Grocke - Principal Dip FP, CFP
Winner of the prestigious National "Securitor Adviser of the Year" Award for 2008.
Winner of the SA/NT "Securitor Adviser of the Year" Award in both 2006 and 2007.
John Grocke is an authorised representative of SECURITOR Financial Group Ltd ABN 48 009 189 495 Licensed Dealer in Securities & Registered Life Insurance Broker
What does financial planning really mean?
Serious topic. It means working our where you are today, where you want to be in the future, and developing a plan and setting some goals to get there. A personal coach. Mentor. People sometimes have no real knowledge of what they need to do. Concept is working with someone - set goals and plan steps to get there. Financial planner develops a relationship which gives clients the confidence to do what needs to be done. Personal insurance is a cornerstone or foundation to the plan. Sound basis. Early death or loss of income can impact reaching your goal. Pressure on family if you are unable to generate income and reach outcomes you want can be reduced by having personal and or risk insurance.
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