Strategic Financial Planning

In this industry we hear this word a lot, “Strategic Financial Planning”. What is Strategic Financial Planning?
Strategic financial planning is a framework used to accomplish client specific financial goals. It is a holistic approach to achieve client’s set financial goals and objectives.

There are a number of factors that may influence how to carry out a financial plan and may ultimately help to decide how to invest money in a portfolio to increase the likelihood of favorable returns. This may include review of their Cash Flow, Assets and Liabilities, Risk Tolerance and capacity, Risk insured etc.

Following steps are involved in this process.






Corporate Authorised Representative of Libertas Financial Planning

AFSL 429718



Disclaimer : The information on this site is of a general nature only. It does not take your specific needs or circumstances into consideration. You should look at your own personal situation and requirements before making any financial decisions. Austin Brothers Wealth Management Services does not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Austin Brothers Wealth Management Services do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.