What is Financial Planning?

Financial planning is something very different to what people are used to. It’s a process, one we take time to perfect just for you.

Financial planning is a process that could have lots of different elements to it depending on the individual, that’s you. Our planners will spend time with you to get to know you and truly understand your inner thoughts, aspirations and concerns. It’s only once there’s a clear picture in place can we being to create a financial plan that helps to achieve your unique goals.

A carefully laid out financial plan will ensure all components are working together and provide you with a road map to achieving financial independence. What ever that might mean to you.

What having a financial plan will do for you:

• Clarify your vision of where you want to get to financially.
• Give you control and peace of mind.
• Reduce your stress knowing you can cope with inevitable change.

We’re truthful and will answer the questions which really matter:

• What do I have to do to become financially independent?
• How much can I spend without running out of money?
• How much do I need to earn, to save or sell my business for to give me what I want in life?
• What level of risk do I need to achieve my objectives?

Why is Chatfield different?

Traditionally the financial services industry has focused on product sales with commission driven structures instead of a focus on client’s objectives. Unfortunately this has led to many disillusioned people acquiring a portfolio of products without a clear picture of what they can achieve, destined to never truly achieving their objectives because an adviser hasn’t spent time really understanding what they want to achieve and has instead sold them a product to meet their own commission needs.

Setting clear objectives in the first place and truly understanding the end goal, with a service free of commission is how we get results for our clients. You can expect to build a long-term relationship with your planner.

Visit our how we work section or contact us today to discuss your financial goals.