Pritchett Financial Group

Pritchett Financial Group - Financial Planner Camden 

Understanding your goals is the starting point of your financial plan.  Many people fall into the trap of selecting an investment first then devising a strategy to fit that investment.

What are your goals?  Are they realistic and achievable?  Do you actually have any goals?  When setting financial goals it is important to make them specific and measurable so your progress towards your goals can be tracked.

These are the questions that need to be answered before we start developing your tailored financial plan. A tailored financial plan for one person can be a totally inappropriate plan for another.

The strategies and investments recommended to you need to suit you and your situation (not the situation of the adviser giving the advice or the business that owns the adviser’s business).

Tip: If an adviser is only offering products from their firm, or the firm that owns them, I would strongly recommend you get a 2^nd opinion.

Remember, a good financial plan is specific to you, so if you have existing assets such as an investment property and it makes sense to keep that property then the overall plan should accommodate that asset.

If you want help to reach your retirement goals, please call or email Pritchett Financial Group to schedule your first meeting.

Pritchett Financial Group Pty Ltd is a Corporate Authorised Representative (No. 333339) of AFS License 342766.  Information provided on this website is general in nature and does not constitute financial advice.