Personal Financial Planning
If you’ve got big financial goals but don’t know where to start, working with an experienced personal financial planner can be a helpful step to get things accelerating in the right direction. Often, making the most of our finances is about making smart, informed choices with the money you have, regardless of how much or how little that is.
At Aurora Wealth, we are passionate about helping you create the best financial plan for your unique situation. We bring years of experience and dedication, and are always excited to see our clients strive for and reach their goals.
What is a personal financial planner?
A personal financial planner’s job is to help you achieve your financial goals. This could mean anything from budgeting, to reducing debt, to knowing where and how to invest your money.
A good personal financial planner can work with you no matter what stage of life you’re at – whether you’re in your first fulltime job and want to learn to use your money wisely, or whether you’re ready to plan the retirement of your dreams.
When you work with a qualified personal financial planner, you’ll be able to work collaboratively on creating a financial plan. This plan is all about giving you the power to take control of your finances so that you’re well-set up for the future.
Why choose Aurora Wealth?
We get that talking about finance can sometimes be quite overwhelming and can feel a bit like an exclusive, jargon-filled club. It’s our aim to make you feel comfortable talking about your finances, setting goals and being able to confidently work towards achieving them.
Getting on top of your finances can be tricky if you don’t have a solid understanding on how and where to start. There’s a lot of financial advice out there and some is better than others. We believe financial planning is a very personal experience, and there’s no one size fits all solution. Working with a personal financial planner such as Aurora Wealth helps you filter out the noise and only focus on what works for you.
What to expect at your first appointment
If you’re interested in chatting with the personal financial planning team Aurora Wealth, it’s easy to get in touch and to get things in motion.
Firstly, you can either give us a call or book a discovery meeting where we can discuss your current situation and what you want your future to look like. This gives you a chance to meet us, explain what you’d like some help with and learn a little more about Aurora Wealth and how we help our clients achieve financial freedom.
From here, we can continue the process by booking in a full-length 1-hour meeting. These meetings are available to anyone Australia-wide and can be conducted either in person at our office in Narre Warren, VIC, or over video platforms such as Zoom or Skype. In this detailed meeting, we’ll dive deeper into your situation and come up with a tailored personal financial plan to get you on your way to achieving your goals.