Planning Process

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, 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.

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:

Investment Fees Download

Safety, Risk and Scams Download

Income and Expenditure Sheet Download

Risk Meter Download