Welcome to Astus Financial Planning
Financial advice and input should be as individual as you are, it also needs to be flexible enough to adapt to changing needs and circumstances as and when they arise. It is this face-to-face approach, and the ongoing relationship we develop as we work with you, which defines our service and success.
The ROUTE MAP, an outline of our process
-
Right Here And Now
Initial meeting to analyse your current financial position
-
Down the Road
Current and short term financial strategies, plans & aspirations
-
Your Safety Belt
Examining your attitude or aversion to risk
-
Portfolio & Preferences
Options and choices based on what will tick all your boxes
-
The Long Term
Future lifestyle and retirement aspirations and options