What's Involved

When a new client joins Direction Financial Planning, they can expect a three staged process of:

1. Strategy Development
   Investigate personal and financial objectives and develop a financial plan that addresses wealth creation, protection and distribution.
2. Investment Recommendations and Implementation
   Physical implementation of agreed strategies (insurance, wills, structures) including specific investment recommendations.
3. Review and Management Program
   Regularly review changes in client objectives, investment markets and relevant laws to determine the potential impact on the financial plan.