If you haven’t met with a financial advisor before, you’re probably wondering how it works. This video explains what to expect in a first meeting and the financial planning process.

At Advance Financial Planning, it’s our mission to make your financial future as simple and stress-free as possible, starting with a consultation. We understand that everyone’s situation and goals are different, and we work with you to identify your financial situation now, versus where you want to be.

Our team of experts don’t do guesswork. We do facts, figures & probabilities and come back to you with holistic advice so you have the highest possibility of achieving your goals and aspirations. We focus on strategy and achieving the outcome rather than products which we associate as tools to get the job done. We help educate, inform and partner with clients to make the big decisions with peace of mind, clarity and confidence you’re heading in the right direction. Our unique approach and award winning service is recognised, because it works!

No matter what stage of the journey you’re at, there’s no better time to start than now. Give us a call on 03 9431 6828 to talk about where you want to be, and how we can help you get there.

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