For us at Three Chairs Financial Services Financial Planning is simply the process of finding out where you are currently placed financially, identifying goals and objectives that you wish to achieve, developing a strategy or path to follow to get there and then monitoring your progress along that path given the numerous external impacts that will occur in your life.
Look at what our clients have to say...
"Tim Bone has been helping us with strategic advice over a number of years. The advice has focused on us and how our needs can best be met in the future. He cares about what we are doing, is forthcoming with practical ideas and has really helped us focus on the things that matter to us."
Dr David and Mrs Glenda