Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
An initial meeting to discuss your financial circumstances is free of charge. At this meeting Neil will establish how he can assist you and gather the information required to prepare a comprehensive financial plan.
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
Don't take unnecessary risks with your future! Allow the professionals at DRMS Accountancy to guide you towards achieving your financial goals.
Neil Rabbitt is a financial planner and Authorised Representative of Lifespan Financial Planning Pty Ltd. Lifespan is the privately owned and operated holder of an Australian Financial Services License (Australian Financial Services Licence Number 229892).