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Financial Planning Process

Developing your financial plan with Police & Nurses Financial Planning is a four step process.

  1. Your first consultation is free! This provides an opportunity for your Financial Planner to gather all the necessary information about your current situation and future goals. Based on this, we can work together to determine the best strategies to achieve your goals.
  2. Your Financial Planner will then prepare your personal financial plan and arrange a time to discuss it with you in detail.
  3. When it comes time to implement your financial plan, your Financial Planner will also assist you with making the necessary arrangements.
  4. Once your financial plan is actioned, we encourage you to continue to work with your Financial Planner and review it regularly to ensure it is performing.

View our Financial Service Guide and Complaints Policy here.

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