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Welcome to Pinpoint Financial Planning

Congratulations!

You are about to embark on your financial planning journey and we feel privileged and honoured you have chosen to partner with us.

We look forward to meeting with you.

Please take a moment to complete your details, and we will contact you to arrange a suitable time for a private and a confidential discussion.

In the meantime, please remember…

It’s all about YOU…

Financial planning is about YOU and your goals. So, it’s important to get to know you, and understand your important goals, whether they are personal, life or financial. These goals help to uncover and identify the most effective strategies to implement that is right for you. Every plan is personal and unique to suit your needs and goals.

Often clients find it difficult to answer questions that may be asked to reveal the important things in their life, so to help you prepare and get you thinking, here are some questions to consider.

Questions to Consider:

• What do I want to achieve today?
  • 5 years from now?
  • 10 years from now?
  • 20 years from now?
• What are my financial goals?
• What are my financial concerns?
• When do I want to retire?
• How can I protect myself?
• What are the consequences of doing nothing?

It is essential to have a financial plan that is right for you. These questions will help us and you to learn more about yourself and your family’s priorities and aspirations.

Take the time to invest a little something for yourself so you are well prepared to begin your financial journey!

We look forward to being part of your financial journey!