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 has recently been produced with the financial assistance of the Association of Independent Retirees (AIR) Ltd. We thank them for their interest and support for NICRI’s work and urge you to investigate membership of this national body. Membership inquiries can be made by contacting the AIR National Secretariat on 1800 063 304.
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