We’re all on a journey through life – a journey that takes us each on a unique path. The decisions and choices we make resonate with consequences— good and bad —to form the path that our life follows.
Nobody plans to fail, but often they fail to plan. The outcome of this is a lower level of confidence about one’s ability to achieve their lifestyle goals and financial objectives.
Assurity's team of financial planning consultants draw on your journey along the financial life path to develop a strategy that creates and builds wealth and security for your financial future. We do not prescribe a fixed strategy, but evaluate the opportunities and risks that can be considered along the way.
Assurity Financial Plannings Client Process
Many people are unfamiliar with the process of receiving financial advice and as a result perceive the process to be complicated or daunting. This means the vast majority of people fail to benefit from the value that good advice can deliver. At Assurity Financial Planning we understand these concerns and strive to make the advice process simple, transparent and enjoyable.
To read more about the financial planning process, click here.
At Assurity Financial Planning we believe in comprehensive financial advice that is both professional and individual.
We provide strategic advice that’s right for your circumstances. To do this, we first of all gain an in-depth understanding of what it is you value and what it is about money that is important to you. We then discuss and understand your personal lifestyle goals, objectives and current financial position. It is only then that we will explore if and how our financial advisory services can add value to you.
The individually tailored advice provided by Assurity Financial Planning includes:
Insurance and personal risk management
Personal succession and estate planning
Investment strategy and portfolio construction/implementation
Business advisory services
Cash flow and money management
Assurity Financial Planning
Suite 2B, 9 Harris Road
Busselton, WA, 6280
Phone: (08) 9754 1133