Learn how financial planning enabled one family to move from financial confusion towards financial control.
A couple with 2 children about to commence costly private schools came to CNS Financial for help. One of them was a high income earner and the other worked part time to balance family commitments. They had significant debt in the form of credit cards and a mortgage. They were unsure of what Superannuation they had and whether their personal insurances provided adequate protection. They were stressed, time poor and felt they would never achieve financial freedom.
Alan King guided the couple through a process of uncovering their current position; the NOW. He then worked with the clients to
prioritise what was important to them, recognising what was causing them pain and identifying their immediate needs and longer-term aspirations; the WHERE.
Using the Now and Where framework, Alan showed the clients HOW. He tailored a financial road map using expertise and a disciplined approach to provide comfort to the clients through an enhanced financial outlook. With ongoing management and measurable outcomes, the clients feel well supported to achieve their financial future.
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