We have analysed the 9 key areas that contribute to making someone financially successful, and made a process that manages them.

Below shows the 9 key elements of a financially healthy wheel.

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Retirement
Planning
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Estate
Planning
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Tax
Planning
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Super
Planning
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Wants Analysis
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Debt Planning
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Personal Protection
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Investment Planning
Business Planning

The

Advantages

The 9 Pillars will centralise all of your financial needs ensuring that as you evolve through life, so does your financial support.

100%

Tailored to your needs.

The

Process

The 9 Pillars To Financial Health process ensures that as clients evolve through life, so does their financial support. It examines your current position in each of the 9 areas, identifies which are currently most critical to you, and then provides you with the advice, strategies, tools &/or contacts to help you take control and strengthen your overall wealth.

You may have heard the analogy that when a wheel is perfectly round, it can deliver you to your destination in more comfort and at higher speed.

It can also handle sudden changes in direction, unstable ground and bumps in the road.  

 

Managing each of these 9 elements will effectively ensure your financial wheel is perfectly round, protecting you and giving you more control over future events.