Financial Planning

General Advice

A financial plan will help you clarify your financial goals and aspirations, whilst taking into account potential milestones along the way, such as children, education, lifestyle and retirement.

We take the time to gain a full understanding of your current situation and determine your short, medium and long-term financial and lifestyle goals. Next, we assess the challenges that might slow things down and your attitude to risk.

Finally, we map out a detailed plan from first steps through to long-term strategies to achieve your objectives and work with you to optimise and manage your plan.

Sefton Financial can assist you with:

Confirm your goals and aspirations
Assess your individual risk profile
Develop an effective financial plan
Select suitable investments
Regularly review your investment performance

At Sefton Financial, we will provide the time and expertise needed to help you implement the best financial strategy possible. Contact us today to discuss how we can work together or call us directly on (03) 9431 3255.