Background BHCCU

How Financial Advice Can Help You

The Planning Process

The six steps of the planning process are; 1) Understanding you and your current situation; 2) Setting goals & objectives; 3) Identify critical success factors and barriers to achieving your goals; 4) Identification of possible strategies; 5) Implementing the agreed strategy; and 6) Ongoing review and monitoring of your strategy. more

How Planning Helps

Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for different circumstances. more