The financial planning process

Congratulations on taking the first step to your plan for the best.

Financial planning is about uncovering opportunities, and the benefits of professional advice extend far beyond financial benefits. A financial plan will give you a step-by-step roadmap to help you reach your goals so you can feel more confident about your future.

This video covers what you can expect during your first appointment and the planning process. Talk to your financial planner if you have any questions.

If you have difficulties viewing the video please contact us.

Things you should know

This web page contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial planner before making a financial decision.

This web page has been prepared by Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, (Commonwealth Financial Planning) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Commonwealth Financial Planners are representatives or authorised representatives of Commonwealth Financial Planning.

Information in this web page is based on current regulatory requirements and laws which may be subject to change. While care has been taken in the preparation of this web page, no liability is accepted by Commonwealth Financial Planning, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.