There are many financial pathways you could take – but which one will give you what you want from your money? The Committed Financial Planning team will tailor an effective financial plan to help you reach your financial goals and live the way you want.

What is the financial planning process?

Step 1 | Your free first appointment

Our Financial Planning team will meet with you to really understand your current financial position, as well as help you identify your financial and lifestyle goals. Together we’ll determine the areas where you may need our help.

Step 2 | We do the research

If you choose to go ahead with our financial advice service, Deepak and the team will do all the necessary research and develop your personalised financial plan. The plan is tailored to you, and what you want from your money! We’re passionate about giving you all the options, so you can make better choices for a better life.

Step 3 | You give us the green light

Deepak will then meet with you personally to present your own unique plan and discuss our recommendations. We’ll go through the plan together so you understand each recommendation and the pros and cons of each. It’s during this meeting that we can make any changes and get the green light from you – to roll out your exciting plan.

Step 4 | We do all the implementation

Once you are comfortable with your plan, we’ll put it into action. The Committed Financial Planning team will do all the implementation, rolling out each of the strategies to get your money working harder for you. That means, you can relax, knowing our team have it all under control.

Step 5 | Reviewing and updating

We can also help you with ongoing advice, where we will continue to adjust your strategy to meet any changes in your circumstances. We’ll meet with you at least annually to keep you on track to achieving your goals. If ongoing service is appropriate for your situation, we can also discuss your annual report and any changes in your situation to help you stay on track.