Financial planning

Building Blocks Financial Planning will tailor a financial plan to help you take control of your finances and build a financially healthy future.

Today's money world is complex.

You face multiple choices, and chances are, you're time-poor. But planning your finances is something you cannot afford to neglect. Our team are experts in tailored financial strategy to get you where you want to go with your finances.

Request your free appointment

What is a financial plan?

Simply, a financial plan is a roadmap to your financial goals, setting out the strategy and steps you need to take to get there. Your individual plan will help you see the big picture, make better decisions with your money and stay on track.

We want to make sure that you're making the most of your income, managing your debts and working towards reaching your financial goals. And of course, having the cash available now to spend on the things you love!

Building Blocks Financial Planning will help tailor a plan that encompasses your entire life and is as individual as you are!

How does it work?

Getting quality financial advice doesn't have to be complicated! Building Block Financial Planning makes the process simple.

  • We meet at your place, online or at our Hoppers Crossing office.
  • We chat about your life goals and what you want to achieve.
  • We review your current financial situation and budget.
  • Our team then goes away and puts together a tailored financial plan and steps for you.
  • Presentation Day - Your goals, and the steps to get there - are mapped out for you.
  • We roll out your plan and give you the tools to make your goals happen.
  • We meet regularly to chat through where you're at and make sure you're reaching your goals.

Let’s build your financial future – together.

Book your free appointment with us to see if Building Blocks Financial Planning is the right team to support you and your financial goals.

Edpat Financial Services Pty Ltd ABN 47 162 281 478 trading as Building Blocks Financial Planning Corporate Authorised Representative No. 438088 Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221 www.centrepointalliance.com.au/fsg/aw

Disclaimer:
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.