Financial Planning is the process of identifying financial and lifestyle goals and objectives and then designing and implementing the necessary strategies to achieve them.
Contrary to common perception, it is about more than just investment advice and encompasses vital areas such as Wealth Protection, Superannuation, Retirement Planning, Estate Planning, and Debt Management.
The focus is on looking to the future and trying to find paths to achieving a target objective while at the same time avoiding or protecting against obstacles and traps.
Experts agree that financial planning can lead to positive results for almost all clients.
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Critique Private Clients is a specialist provider of financial planning and advice services. We believe that the future belongs to those who plan for it and that no matter what stage of life you are at, you are on a journey. At Critique Private Clients, we would like to help you get there.
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