Bay Financial Partner's role as a Financial Planner is to help you Accomplish Your Goals.

To do so we help you:

  1. Gather information about your current financial situation, what you earn, what you own, what you owe, and what your future commitments will be.
  2. Determine your financial goals for the short, medium, and long term.
  3. Create and implement plans which will ensure that you have what you need to meet both your commitments and your goals.
  4. Budget to ensure that your financial goals are met and you gain long-term control of your financial situation.
  5. With the administration and implementation of your plan to achieve the goals that have been set.
  6. With the periodic review and revision of the plan so as to ensure attainment of the goals.

Please feel free to browse the article below to learn more about this topic.

Display #
Title Author
Why You Really Should Think About Your Estate Planning Andrew Parkinson
An easy New Year's resolution: Become an investor! Andrew Parkinson
When to review your financial planning Andrew Parkinson
12 Habits to Control Your Money Andrew Parkinson
Would you tell your best friend to go to the doctor? Andrew Parkinson
The 10 key areas of a financial plan Andrew Parkinson
Set Your Goals - from Sorted.co.nz Andrew Parkinson
Why do people put off Financial Planning? Andrew Parkinson
Do You still need All that Insurance? Andrew Parkinson
Planning considerations For De Facto Relationships Andrew Parkinson