Financial Planning

Financial Planning What is the process? Common Questions

Financial Planning

Financial Planning involves working with you to assess your goals, stage of life and mapping out a comprehensive, effective strategy to enable you live the way you wish to live. We've helped hundreds of clients over the years to put in place financial plans to make their life more comfortable and significantly reduce risks – risks that are often unexpected and not originally apparent.

Allan Brindley is the Managing Director and Senior Financial Adviser at Brindleys Wealth Advisors. Allan has been involved in the financial services industry since 1987—and has been providing financial advice since 1996.

Allan Brindley
Authorised Representative No. 231646 of Lifespan Financial Planning Pty Ltd AFSL 229892

Allan Brindley operates under Brindleys Wealth Advisors Pty Ltd ABN 58 151 785 116, Corporate Authorised Representative No 408102 of Lifespan Financial Planning Pty Ltd AFSL 229892.

Jessica Simunic joined Brindleys Wealth Advisors as a Paraplanner in 2018 after relocating to Mudgee. After seeing the positive impact financial advice provides to our clients, she chose to undertake the required studies and work experience to become a Financial Advisor, which she completed in October 2023.

Jessica Simunic
Authorised Representative No. 1301598 of Lifespan Financial Planning Pty Ltd AFSL 229892
Jessica Simunic operates under Brindleys Wealth Advisors Pty Ltd ABN 58 151 785 116, Corporate Authorised Representative No 408102 of Lifespan Financial Planning Pty Ltd AFSL 229892

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What is the process?

The starting point involves our team gaining a very clear understanding of your financial goals, your current financial position, and assessing the financial risks you currently face – such as loss of income and asset protection.

Next, we take this assessment and develop a financial plan tailored to your individual requirements. These strategies are designed to mitigate risks, develop income streams outside your current employment or business and build assets that will further grow your income stream. This plan is then reviewed with you to ensure it meets your needs – after all, it's your financial future we're working on.

Once approved by you, we then implement the plan and regularly review its progress to ensure it's achieving the results you desire – growing your wealth, protecting your assets and broadening your portfolio and income streams.

Common Questions

What is the right age to start planning my financial future?

How old are you now? That's the right age. In essence, the earlier you start, the greater the capacity to build assets and income. We can help you with whatever your stage of life to improve your financial situation.

Am I too old to put a financial plan in place?

No. It's never too late.

Is Financial Planning Expensive?

There are costs involved when developing and implementing a financial plan. However, we should point out that the 'cost' of doing nothing in planning your financial future is likely to be much higher than the cost of setting in place a financial plan and regularly checking on it. Don't look back and say 'I wish I'd just…..', as this may end up being much more expensive when left unattended.

I've already got Super – so I'm OK – Right?

Not always, but that is great that you've started planning for your financial future.

At Brindleys, we recommend you have a financial plan in place that not only provides for income when you retire, but protects your assets, provides alternative income should you not be able to work now and continues to grow an asset base that will provide income for the future – a multifaceted plan.

How do I get started with my financial plan?

The first step we recommend is to book an appointment or call us on 02 6372 1655 to arrange a time for us to get together and understand what you would like to achieve.

Don't wait any longer – call Brindleys today on 02 6372 1655.

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