Financial Planning is the process of meeting life goals through the appropriate management of finances. Life goals can include anything from buying a home, saving for a child’s education or planning for retirement.
We all lead busy lives and it can be difficult to find the time to get our finances in order. Just setting goals can be hard if you’re not sure what you must do to achieve them.
We also often need help understanding the ways in which we can protect our loved ones from financial hardship if anything untoward were to happen to us and how we can make the best use of the life and critical illness insurance products on the market.
Personalised Financial Plan
One of the benefits of banking with us is that you qualify for a free financial assessment leading on to a financial plan. You are not obliged to purchase any products as a result. A Financial Planner will see you as often as appropriate to assess your current financial position, determine and agree your goals and needs and help you outline your overall financial objectives.