Seven steps to a great financial plan!
Blue Stairway

Take a complete financial inventory - Our team analyse all facets of your existing financial situation – incomes, savings, assets, debts, superannuation and the capacity of your current finances for building wealth.


Set realistic financial goals - Break your financial journey down into achievable goals and look to add some rewards in there for you along the way. 


Reset your foundation for building wealth - From the financial analysis we look at the immediate requirements for your personal finances and focus on structures for reducing interest, improving tax deductions, reducing fees and positioning your finances for wealth building. We structure personal finances for sustainable long-term growth


Layer your progressive financial strategies - All about your personal financial goals, how much is needed to get you there, what strategies and investments will be appropriate for achieving your goals and the structures needed to achieve your optimal wealth building position.


Balance finances for performance and affordability - Work the numbers back – income, projections, investment analysis, cash flow modelling and your risk profile. The aim is to deliver your goals without compromising lifestyle, within your time horizon and risk tolerance. Deliver a personalised financial plan and implementation strategy.


Explain your financial action plan - Bringing it all together with an implementation plan that is unique to your circumstances. Your financial plan summarises your goals, our recommendations for meeting those goals and why our recommendations are appropriate. Your implementation plan sets out all items to be actioned by Investment Zone on your behalf, the time frames involved, so that you have a complete guide to follow along the way.


Support you to maintain financial momentum - This is where you start to see real growth in your personal finances, there is more discretionary income from investments, and equity is abundant, financial goals are reassessed and new opportunities are explored.

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