WebASSESSING YOUR FINANCIAL SITUATION Your financial planner will take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies. PREPARING YOUR FINANCIAL PLAN Your financial planner recommends suitable strategies, products and services, and answers any questions you have.
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Matt Stephens, CFP® - Financial Advisor - AdvicePoint, …
WebIndependent expert advice. To help us best understand our financial situation, Council appointed independent experts to analyse our long term financial position. Through a number of reports Professor Brian Dollery and Professor Joseph Drew identified that Council is not financially sustainable. Council needs to urgently take steps now to ensure ... WebStephens Financial Services Firm Stephens Family-owned for nine decades, we build value from relationships that span generations. Learn more about what we do Scroll down We’ve always focused on relationships built on mutual respect, a commitment to integrity, and a culture that values transparency and trust. WebWe offer a full range of financial planning services to our clients, both as individuals and businesses. The services that we offer allow us to build complete plans that work for you and your needs, and the areas that we offer services in include: Retirement Planning Personal Insurance Superannuation Estate Planning Debt Management bishop team