Services

Although each AIOFP member has his or her own particular style, we are unanimous about one thing. Our focus is on each client as an individual - the financial, social and emotional factors that uniquely impact their life.

We believe that this holistic approach to financial planning distinguishes us from those who simply assemble product-driven strategies.

The foundation of our service is the personal financial plan. An AIOFP planner will start with a careful review of your existing situation that will clearly identify both personal and financial aspirations.

They will then create a unique, personalised strategy and specific recommendations to achieve short, medium and long term objectives. Once a plan is created and agreed upon, it will be systematically implemented.

Finally, effective planning incorporates a periodic review that takes account of changes in a person's life, and current economic conditions. This means it will always remain relevant and continue to move you towards your financial goals.