FINANCIAL LIFE PLANNING

Financial Life Planning is a values-based approach to financial planning. It is a holistic and ongoing process that focuses on both the practical and personal factors that either enhance or hinder quality of life and financial satisfaction.

If you’re thinking this perspective is unique, you would be right. Rather than using net worth as the true picture of one’s financial status, we take a more holistic approach to assessing ‘true wealth’.

HOW FINANCIAL LIFE PLANNING WORKS

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Our Perth-based financial planning professionals start by clarifying your values, priorities and aspirations.

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They then create financial strategies tailored to your specific situation and provide advice that will help you reach your objectives.

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Finally, they follow up regularly with you to ensure that the financial strategies created for you keep up with your lifestyle aspirations as they evolve.

WHY CHOOSE A FINANCIAL LIFE PLANNING ADVISOR?

It’s not easy keeping up with ever-changing financial regulations and markets to ensure your financial life plan is optimised for your needs. Working with a qualified and professional financial planner takes away the stress, time investment and self-doubt that comes from having to figure everything out yourself.

While the sheer act of having a plan gives you a sense of control, working with a financial life planning advisor will give you confidence in your plan. And it’s that confidence that will allow you to sleep well at night.

WHY CHOOSE HPH SOLUTIONS FOR FINANCIAL LIFE PLANNING?

At HPH Solutions, our experienced financial planners put your interests first and focus on enhancing your sense of financial wellbeing and satisfaction.

Based in Perth, we provide a suite of financial services and advice. Centred on assisting with money management and planning at every level, our award-winning team will help you reach your goals and feel more fulfilled and secure.

Find out how we’ve helped other clients just like you.

Learn more about financial life planning with HPH Solutions. Contact us on (08) 9200 3123.

FINANCIAL PLANNING ARTICLES YOU MIGHT LIKE

Should business owners contribute to Super? This case study says yes

By Zacary Leeson | October 7, 2021

Alice and Max’s business was thriving. But then the unthinkable happened – Max passed away suddenly leaving Alice with a business to run.

5 things every small business owner should know about super

By Rob Pyne | September 30, 2021

While there are situations where paying super can be a low priority for small business owners, here are five reasons why you should give it close consideration

5 ways to be hopeful when times are hard

By Kelly Exeter | September 22, 2021

Hope doesn’t pretend challenges don’t exist. It acknowledges that things are hard, but works to provide a way to keep moving forward.

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