Effective 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