Financial Planning Process
Developing your financial plan with Police & Nurses Financial Planning is a four step process.
- 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.
- Your Financial Planner will then prepare your personal financial plan and arrange a time to discuss it with you in detail.
- When it comes time to implement your financial plan, your Financial Planner will also assist you with making the necessary arrangements.
- 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.
Find out more
For further information about Police & Nurses Financial Planning, or to make an appointment with a financial planner, contact us on 13 25 77 or submit an online enquiry.
To view our Financial Service Guide please click here.
Legal Information
Unless otherwise expressly stated to the contrary, this website is not designed for the purpose of providing personal financial or investment advice. Information provided does not take into account your particular investment objectives, financial situation or investment needs. You should assess whether the information on this website is appropriate to your particular investment objectives, financial situation, and investment needs. You should do this before making an investment decision based on the information on this website. You can either make this assessment yourself or seek the assistance of your financial planner.
Police & Nurses Financial Planning Pty Ltd ABN 21009245194 AFSL 237507. Police & Nurses Financial Planning is a majority owned subsidiary of Police & Nurses Credit Society. Monies invested with Police & Nurses Financial Planning are not deposits with the Police & Nurses Credit Society. Police & Nurses Credit Society does not guarantee the obligations of Police & Nurses Financial Planning.