The Journey

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Discover

 
What's important to you?
Explore your financial DNA
How much money is coming in and going out
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Plot Your Course

 
How much money will you need?
When will you need it?
How much risk will you take?
Allocate spending, repayments, savings, investments
Prepare to ship
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Embark

 
Launch accounts, investments, superannuation
Wills and enduring powers of attorney
Personal insurance
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Stay on Track

 
Monitor progress
Trim the ship
Change course if necessary