Planning & Process
Financial security planning process
To help clients build financial security plans, we use a proven process based on the four building blocks of financial security – estate planning, retirement, cash flow and income protection. Working with you, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.
​This goal-based financial security planning approach is designed to help you:​
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Better understand what financial security means to you by reviewing your current needs and defining your goals
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Identify and discuss any roadblocks to you achieving your goals
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Analyse your situation, identify any gaps and build a plan to help you achieve your short- and long-term goals
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Review and monitor your plan to help ensure it continues to meet your changing needs
Financial security planning
Financial security planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short - and long-term goals. The first step to achieving your financial security goals is creating a financial security plan. Our goal is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products. Learn more.