Understanding the process of financial planning can be quite complex for many people. In our publication ‘The Financial Planning Process’ we have attempted to explain the process in a basic easy to understand form. If, after reading through the material, you have unanswered questions regarding financial planning issues, please do not hesitate to contact us for further information on 1800 020 110.
A coloured hard copy version of this publication is also available. To order call us on 1800 020 110 or email nicri@nicri.org.au.
To view an online version, view NICRI's Planning Process by clicking here
You can download a print friendly copy of this publication from here Download
Other publications that compliment the financial planning guide and may be of interest are: