Financial Planning – demystified
Our whole financial planning process is very focused on your goals, concerns and future plans.
We work hard with you to figure out what you want your lifestyle to look like – whether that is starting a business, having kids, buying a house or travelling the world – and then we create a plan to make that happen.
Our real focus and a major strength is understanding your needs and concerns. Not what we think you need to hear about, but what you are actually concerned about!
We’ll help you create, grow and protect your wealth which in turn can help you achieve your goals by going through these five key areas:
General advice disclaimer
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Only financial planning advice provided by CeebeksTM Financial Solutions is associated with InterPrac Financial Planning Pty Ltd ASFL 246638.
Christopher Beks (Authorised Representative no. 231937) is a director of CeebeksTM Financial Solutions (Authorised Representative no. 344518) and an Authorised Representative of InterPrac Financial Planning Pty Ltd ASFL 246638 and is authorised to provide personal financial advice.
Chris Beks operates under Beks and Associates Pty Ltd, Corporate Authorised Representative No. 344518.