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Financial Planning
Summary
At MLCS Corporate our purpose is to create a plan that helps our clients realise their goals. It’s not just about the numbers, it’s much more than that.
MLCS Corporate offer financial planning advice as an Authorised Representative through Count Financial. Count is one of Australia’s largest networks of accountant based professional advisers providing quality financial advice.
With access to the latest technical resources, research, advice software, and business support to help deliver quality advice to clients, we provide a wide range of quality investment and insurance solutions.
We try to educate our clients and help them make informed decisions about their future. Sowhether you’re just starting out, approaching retirement or managing funds for an organisation,MLCS Corporate will assess your current financial position, listen to your goals in life and then guideyou step-by-step with a written plan tax-effectively tailored to you to create, build and preserve yourwealth – without undue risk.
"A goal without a plan is just a wish"
- Antoine de Saint-Expury
Detail
The key steps to any sound financial plan are:
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Establish your goals in life – short, medium and long term;
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Work out what assets and liabilities you have – write them down;
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Evaluate your current financial position – how close are you to achieving your goals?
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Develop your plan – create a “map” for achieving your different goals;
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Implement your plan - construct a portfolio – make the changes and make it happen; and
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Monitor and review your plan at least yearly and make adjustments when needed.
"Financial Planning is like Navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult"
- Venita VanCaspel
By planning your finances to meet your goals you will have much greater confidence of where you are going in life, reduce your stress levels and start to enjoy life more.
Monitor the financial health of the Fund Assist, review, endorse and monitor the implementation of the Annual P
Assist, review, endorse and monitor the implementation of the Annual Plan monitor the implementation