Everything we do we believe will challenge people's expectations regarding financial planning. We believe financial planning has the power to improve quality of life. We have a fantastic qualified, experienced and committed team, with access to all the best tools to ply our trade. If you are considering your finances at a key time in your life, we've love to try and help you.
Chris is an extremely personable and able person to deal with. He explains things in a very straightforward and informed manner that inspires confidence. Chris took the time to get to know me before providing advice. A refreshing change! I have known Chris now for a long time and he has always been professional, honest and I believe very good value for money.
Chris is an extremely personable and able person to deal with. He explains things in a very straightforward and informed manner that inspires confidence. Chris took the time to get to know me before providing advice. A refreshing change! I have known Chris now for a long time and he has always been professional, honest and I believe very good value for money.
Services
Everything we do we believe will challenge people's expectations regarding financial planning. We believe financial planning has the power to improve quality of life. We have a fantastically qualified, experienced and committed team, with access to all the best tools to ply our trade. We believe in keeping our values and principles at the forefront of our minds every single time we interact with our clients.
At Seventy Financial Planning, we combine our expertise with industry-leading software to enable clients to understand, plan and manage their financial futures as effectively as possible. When done properly, planning helps people anticipate how their lives may look in the future using a range of potential scenarios and wider economic forecasts.
Preparation of a cash flow-projection using Truth Software. In our opinion, this is the most important and valuable step in the process. We use all our understanding about a client, often comparing various scenarios, to establish the feasibility and likelihood of their goals/Aspirations becoming a reality.
An Independent Financial Advisor gives you financial advice on your savings, investments, insurance and protection and advises on how you reach your future life goals by managing your money wisely. At Seventy Financial Planning, we undertake an exhaustive 'Know Your Client' session with our new clients via a Fact Finding exercise.
Everything we do we believe will challenge people's expectations regarding financial planning. We believe financial planning has the power to improve quality of life.
Investment Portfolio Management is a blend of art and science in making decisions about investments and policy, matching investments to objectives and individuals aims, asset allocation for both individuals and institutions, and balancing risk against performance (while taking into account each individuals risk levels).
Investment Portfolio Management is a blend of art and science in making decisions about investments and policy, matching investments to objectives and individuals aims, asset allocation for both individuals and institutions, and balancing risk against performance (while taking into account each individuals risk levels).
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