You are never too young or too old to get started

Following through our 6 Step Process will assist you to identify your business, lifestyle and financial goals.  Continually working together to make key decisions will ensure your success.

01

Getting to know you and your future goals – our financial planning experts will take their time to understand your unique circumstances, goals, and aspirations. By asking thought-provoking questions and​ actively listening, we identify your current financial situation, your dream​s for the future, and any obstacles you may face. This gives us a starting point on which to build a clear path forward. 

02

Analyse and Assess - Once our financial planning team has gathered the necessary information, we will proceed to analyse and assess your financial landscape. This involves evaluating your income, expenses, assets, liabilities, investments, and insurance cove​rage. By conducting a comprehensive analysis, our experts gain a deep understanding of the client's financial strengths, weaknesses, opportunities, and potential risks. From here they can offer sound advice on a clear path forward. 

03

Work with you to set your goals and financial objectives - with a clear understanding of your financial situation, the next step is to collaboratively set goals and objectives. This involves establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals that align with the client's values and aspirations. By helping you set clear, achievable objectives, the financial planner provides the roadmap for your financial journey.

By following these six steps in the financial planning process, you and our expert team work together to create a personalised roadmap that maximises your financial potential and helps you achieve your dreams.

CONTACT US TODAY

Contact Us

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FTS Financial Planning, Young

69 Lynch Street, Young NSW 2594

PO BOX 1385, Young NSW 2594

Phone: (02) 6382 6650

Fax: (02) 6382 6651

FTS Financial Planning, Sydney 

Suite 1302, Level 13, Westfield Tower 2, 
101 Grafton Street, Bondi Junction NSW 2022

PO BOX 714, Bondi Junction NSW 1355

Phone: (02) 8305 6700

Fax: (02) 9389 3750