Financial Planning & Us

Financial planning is the process of meeting your life goals through the proper management of your finances. Your life goals could include buying a home, saving for your children's education, managing debt or planning for retirement.

The Financial Planning Association (FPA) sets out a six-step process that helps you take a 'big picture' look at where you are and where you want to be financially. Our advisers follow a procedure that follows the FPA’s recommendations and incorporates their own best practice experience. Using this process, they can help you work out what your may need to do now and in the future to reach your goals.

Garvan Financial Planning is a principal member of the FPA, and are bound by their guidelines and code of practice. For more information about the FPA, go to www.fpa.asn.au.

Garvan Financial Planning Process