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Financial planning made easy

We’ve made our financial planning process as straightforward as possible,

so you can understand all your options and get the support you need every step of the way.

Financial rules and regulations can be complicated, but your financial plan doesn’t have to be.

 

In five simple steps, we’ll design a roadmap to help you get from where you are today to where you want to be tomorrow.

STEP 1

Getting to know you

In our first meeting, we’ll spend time discussing what’s important to you and learning about your financial circumstances, goals and priorities.

STEP 2

Exploring your options

We’ll assess a range of financial strategies to find the right solutions for your situation and needs.

STEP 3

Recommending a strategy

We’ll outline our recommendations in your personalised Statement of Advice, as well as explaining the pros and cons of each option and answering any questions you may have.

STEP 4

Putting your plan into action

When you’re completely satisfied with all aspects of your financial plan, we’ll get things moving and let you know which steps you need to take next.

STEP 5

Monitoring your plan

We’ll keep a close eye on your financial plan and check in with you regularly to make sure you stay on track, as well as updating your financial plan as needed whenever your situation changes.

A financial plan that’s all about you

We work closely with you to truly understand your needs and goals, so we can always provide the right financial advice for your situation.

We all have dreams for the future, but sometimes it’s hard to know the best way to turn those dreams into reality.

At On-Track Financial Solutions, we believe that a personalised financial plan is the most powerful tool you have for creating the life you want.

 

That’s why we put you at the centre of everything we do.

Our financial planning process involves:

 

 

Learning what’s important to you

We take the time to ask about you your personal goals, values and priorities, so we can focus on the big picture.

 

 

Setting your financial and lifestyle goals

We help you set clear goals for the short, medium and long term, so you know what you’re working towards and how to get there.

 

 

Tailoring strategies and solutions

We review all the options available and recommend a personalised financial plan based on your needs and preferences.

 

 

Helping you stay on track

Once we put your plan into action, we review it regularly and work with you to adapt the plan as your circumstances change.

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