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Our Process
No matter what your financial goals, you need a process to develop specific strategies to achieve your particular objectives.
To develop your personalised Plan, Dean first meets with you for a free no-obligation discussion. In this meeting, we get to know each other and ensure we can work together. You then decide if you want to proceed and Dean will work out if a Financial Plan can be prepared to achieve your needs and goals - at a cost that suits your budget.
After this first meeting, you provide Dean with all of your relevant personal information, required to prepare your Financial Plan (specific financial goals; income; expenses; assets; debts, etc.).Once all of your particulars have been obtained, Dean will prepare strategies that are most likely to achieve your objectives.Depending on the complexity of your situation, we may need to meet several times to reach the best strategy.
Once we have developed the right financial strategy for you, we begin implementing these strategies – for example, establishing a self-managed super fund, arranging life insurance, refinancing loans, establishing investments, or rolling over your Super.
In a nutshell, McKinnon Financial Planning follows these four steps to create your financial plan:
- Define your goals: what do you want to achieve
- Develop strategies to achieve your goals: investment, finance, superannuation, salary packaging, etc.
- Implement the recommended strategies: establish investment, salary package, self-managed super fund
- Review the strategies: ongoing investment review, annual plan review
