Discover

 

Get to know each other

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What's important to you?

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Explore your financial DNA

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How much money is coming in and going out

Plot Your Course

 

How much money will you need?

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When will you need it?

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How much risk will you take?

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Allocate spending, repayments, savings, investments

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Prepare to ship

Embark

 

Launch accounts, investments, superannuation

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Wills and enduring powers of attorney

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Personal insurance

Stay on Track

 

Monitor progress

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Trim the ship

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Change course if necessary