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Written by LiveNow   
Thursday, 08 March 2007

At LiveNow we offer a high level of customer care and service that the larger institutions are often unable to provide. We make sure we are fully aware of what your objectives are and will tailor a financial plan that suits you and your lifestyle.

At LiveNow we look at the big picture, whether this means paying off the family home, investing for retirement, saving for your children's education or planning fabulous holiday. We take the time to carefully assess your individual situation, financial needs and risk tolerance and then thoroughly research and evaluate various options to provide you with sound recommendations. We will then implement the strategies and maintain your portfolio to assist to you in reaching your life’s goals and that your big picture becomes reality.

Because we are a relatively small company, we are able to service our individual clients with speed, efficiency and accuracy in a friendly manner. We welcome all questions.

We can assist you in following areas of Investments , Life Insurance , Superannuation , Retirement Plans and Debt Reduction .

Creating a Financial Plan

Generally, financial planning is a six step process that helps you determine where you are now and what you want to achieve in the future. It involves gathering all relevant information, setting life goals, analysing current financial strategy and tailoring a strategy to accomplish your objectives. At LiveNow we will be there every step of the way.

  • Step one - Gathering the data
  • Step two - Identifying your goals
  • Step three - Identifying financial issues
  • Step four - Preparing your financial plan
  • Step five - Implementing your financial Plan
  • Step six - Reviewing your plan
Last Updated ( Monday, 25 June 2007 )
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