Financial planning basics

Financial planning isn’t about solving problems. It’s about identifying opportunities and it starts with your goals. We can help by offering professional financial advice and developing tailored strategies to finance your dreams and plan for your future.

Is financial planning for you?

No matter where you are in life – new to the workforce, raising a family, approaching retirement or already retired – it’s wise to plan your finances. At certain points, it may make sense to focus on savings and debt management. Over the long term, though, professional financial advice and a tailored financial plan can help turn your goals into reality.

Why use a financial planner?

There are some things that are best left to professionals. Commonwealth Financial Planners offer straightforward, professional advice so that you can get the most out of your money. If you choose, we can also monitor and manage your investments over time so that you can relax and focus on what’s important to you.

The benefits of financial advice

At its best, financial planning is a long-term partnership that begins and ends with your goals. We’ll work with you to define them, create a plan to achieve them and provide you sensible, straightforward financial advice that you can have full confidence in.

How much does it cost?

What we charge depends on the complexity of your financial plan and how often you’d like our advice. We’re happy to discuss our service fees upfront and in detail with you. That’s why we offer a complimentary, no-obligation initial consultation so you can take some time to find out if we’re right for you.

Your first meeting

It’s goals first, money second at the Commonwealth Bank. At your first meeting, we’ll spend a lot of time getting to know you so that we can develop a financial strategy and provide advice that is truly tailored to your dreams.

  

• Important information
  The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.