“The process of creating strategies, considering all relevant aspects of a client’s financial situation to manage affairs to meet the client’s financial objectives and life goals.”
At Melvin Financial Services we know financial plans do not have a set and standard template. CERTIFIED FINANCIAL PLANNER™ practitioner team will, using a 6-step process, create a highly personalised financial plan that suits you and fits your expectations. Your financial plan will set out your current financial standing, establish your short and long-term financial objectives and will create specific strategies to achieve them.
Our CERTIFIED FINANCIAL PLANNER™ practitioner team will be on hand to continually assist you in reviewing your financial plan as you move through life and your financial needs and objectives change.