Simon Clifford MBA
As a Financial Planner with nearly 30 years experience, I have learned that every client is unique and each one has a vastly different set of personal financial and lifestyle goals that are important to them and their family. Whilst the outcomes are quite diverse, the financial planning journey for most people will follow a fairly similar sequence to those taken by Blair as per the image below.
Remember, a financial plan is not just about the numbers – a financial plan is about the achievement of personal goals that lead to wonderful memories.
The Adviser fp process of getting you on track and keeping you on track can begin by simply clicking on the link below.
Most Aussies think owning a property will underpin their ability to retire. Soap start Blair McDonough did too. The Aussie celeb quickly realises with The Money Masters help that he will need to reinvent what financial success looks like. In this first episode, financial adviser Simon Clifford helps Blair to cost out his dream and explore his income and investment options.