Financial Planning Service
MAP Financial Planning is committed to helping you meet your financial goals by providing advice on managing your finances.
What Can Our Financial Planning Team Do For You?
We can set up a financial plan to help provide meaning and direction to your financial decision making and review your strategy going forward.
A financial plan can also help you adapt to changes in your life and provide you with confidence that you are on track to achieve your financial goals.
How do we do this?
Our Financial Planning Service uses the six-step process recommended by the Financial Planning Association of Australia (FPA), to determine where you are now, where you want to be in the short, medium and long term, and how you are going to get there.This process includes gathering relevant information, understanding your life goals, evaluating your current financial status and then developing a plan that will help you achieve your objectives.
MAP Financial Planners are authorised by HeritageMAP who is a Principal member of the Financial Planning Association of Australia, (FPA) and our Financial Planners strictly adhere to the FPA Code of Professional Practice. MAP Financial Planners also undertake ongoing professional development to maintain and enhance their skills and knowledge.
Our Approach to You
Our planners provide a holistic approach to your personal and financial situation, and co-ordinate with other professionals, such as taxation specialists, your stockbroker or your solicitor to ensure your needs and goals are met.
What Will it Cost?
Your initial consultation with a MAP Financial Planner is at our expense and our advice fees are competitive. At your initial meeting our financial planners will provide you with a MAP Financial Planning Financial Services Guide (FSG), which sets out the fees you are likely to pay for their advice.
Contact MAP Financial Planning today for an appointment to speak to one of our planners.
MAP FINANCIAL PLANNING
MAP Financial Planners are authorised by HeritageMAP Pty Ltd ABN 91 090 411 537 Australian Financial Services License No 239117