2. Strategy and Plan Preparation
This is when we spend considerable fact finding time with you to ensure that we get a clear understanding of what you want your finical strategy to achieve.
We will help you consider and prioritise your goals and objectives both financial, personal and business.
We will create an overview of your current financial situation including your current assets, liabilities, income and expenditure.
We will also go through your current debt structure and insurance policies and look for any holes to create a proper 'risk protection' strategy.
Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 300728) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.
Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees