Financial Planning

features1Effective financial planning all starts with knowing exactly where you are today in financial terms, and having a clear idea of where you want to be in the future.

With over 25 years experience in developing financial plans, we will help you to develop a customised strategy built around your financial goals, your investment time-frame and your tolerance for taking investment risks.

In formulating your financial plan, Dominion financial planning will;

  • Help you define your objectives
  • Review your current situation
  • Choose appropriate investments
  • Assess the need for gearing
  • Review superannuation arrangements
  • Address tax planning issues
  • Identify estate planning issues
  • Identify and/or assess your current risk insurance portfolio needs