Financial Planning

Financial planning is the combination of all aspects of your financial world and incorporating them into a coherent, achievable roadmap to achieve your financial goals.

At Oaktree Financial Services we specialise in helping our clients to understand the bigger picture and major benefits of holistic financial planning and assist them on starting on their journey.

It’s not about products, but instead it is about breaking down the big financial decisions in your life into smaller stages that are less daunting and can be planned for.

In reality life style financial planning is a living document that will adapt and change as your life changes. It will incorporate all of the above life scenarios and we will work with you proactively to adjust the plan on a yearly basis with you to keep you on the right track.

We look at the ‘what if’ scenarios to see are they realistic or not and we work with you to adjust your finances to make those scenarios a reality.

You have only limited resources, the key thing is to use your resources in the most efficient manner possible to get the best results. We assist our clients in term of prioritising their resources and balancing cash flow for short term needs as well as long term.

Step 1: Initial Meeting

The first meeting is a chance for us to get to know each other. We find out all about you and whether we can help you. You find out if we can do what you are looking for.

Step 2: Factfinding

We delve a little deeper into what you want to do in the future, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have.

Step 3: Analysis

We collate all the gathered information, construct an outline plan and draw up potential solutions.

Step 4: Presentation Meeting

The outline plan is presented to you, and together, we make changes so the plan is exactly as you want it.

Step 5: Implementation

After agreeing on the final structure of the plan, in order for it to work, it has to be implemented. We define who is responsible for what and set a time frame for implementing it.

Step 6: Annual Meeting

Life doesn’t go in a straight line. That is why we will have an annual planning meeting to make adjustments to your plan to ensure that you meet your goals.


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