Ready to gain clarity and confidence about your financial future?
At Flow Financial, we love that everyone’s different
Our approach centres on getting to know your unique financial, family and life goals first, before we tailor strategies to help you achieve them.
Whatever your life stage, current situation or future dreams, Flow Financial can provide clarity and confidence about the road ahead. We’ll tailor your optimal financial planning strategies and support you along your journey with genuine understanding and personal advice.
Strategic financial planning services matched to your needs
Cash Flow & Budgeting
Investment Planning
Retirement Planning
Superannuation
Estate Planning
Succession Planning
A 4-Step collaborative process
We guide you on a journey to clarify where you are now, and identify where you want to be in the future. And then we give you the road map to get there.
This is the most important step because it’s where we get to know you. We listen carefully to your goals, and ask what motivates you or what keeps you up at night. Most importantly, we find out exactly what matters most to you and your family – both now and in the future.
Using what we’ve learned about you and carefully considering the best financial options available, we present you with a comprehensive Strategy Document that outlines various scenarios to show you just what’s possible and how you can reach your life goals.
Based on your feedback and direction, we then prepare a Statement of Advice with our recommendations outlined. We take the time to ensure you fully understand and agree with every action point before we implement.
Life isn’t set in stone and neither should your financial plan be. Our regular reviews check if your plan is still on-track, or whether any life events mean we need to make some changes. We want to know what’s happening in your world, so your financial plan keeps up.