FIA Financial Planning |
FIA Financial Planning was established in 2007 as a boutique financial planning practice offering financial advice to people from all walks of life. Our approach to financial planning is based around providing great advice upfront and ensuring that our clients follow through on that advice through ongoing reviews and education.
When it comes to financial planning it is education that is the key to success. Clients of FIA Financial Planning receive regular updates on market conditions, budgetary and legislative changes and specific information that is relevant to their financial affairs.
Our aim is to make the process of developing a sound financial plan as simple and streamlined as possible. The process can be broadly summarised by the following steps:
- Initial Consultation to determine what advice is required and what objectives you want to achieve
- A thorough fact finding process is undertaken which includes a review of any existing personal insurance, superannuation funds and investment holdings you may have
- Analysis of the most appropriate strategies for the you to take and preparation of your personalised financial plan
- Presentation of the financial plan in a second consultation (sometimes a third is required) and then implementation of the steps required to achieve your objectives.
FIA Financial Planning and principal Adviser Brett Handke are Authorised Representatives of Financial Planning Services Australia.
Who is Financial Planning Services Australia?
Financial Planning Services Australia Pty Ltd was formed in 1985. Since then the company has grown to be one of the largest boutique Financial Planning Groups in Australia, with over 30 financial planners nationally. Financial Planning Services Australia Pty Ltd holds Australian Financial Services Licence No: 225982.
As Principal Members of the Financial Planning Association of Australia importance is placed on providing objective and transparent investment and financial planning advice. Financial Planning Services has an extensive approved product list containing high quality investment and insurance products enabling FIA Financial Planning to provide impartial advice to our clients.
FIA Financial Planning is a Corporate Authorised Representative of Financial Planning Services Australia - AFSL No. 316142.
Brett Handke is also an Authorised Representative of Financial Planning Services Australia - AFSL No. 225982.
