Consider this an investment advice guide for beginners, with simple terms and commonly used phrases explained.
Seventy Financial Planning
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For you, your family, your retirement and your business
Everything we do we believe will challenge people's expectations regarding financial planning. We believe financial planning has the power to improve quality of life. We have a fantastic qualified, experienced and committed team, with access to all the best tools to ply our trade. If you are considering your finances at a key time in your life, we've love to try and help you.
Our 3 Step Process
Step 1
Factfinding
We gain a full understanding of your current circumstances, and what you want to achieve.
Step 2
Planning
We use our understanding of you to build a blue print to help you achieve your goals.
Step 3
Implementation
Should you instruct us to proceed with any of our recommendations, we proceed in a number of ways