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Financial Planning Explained

  • An accountant can help you minimise taxation.
  • A real estate agent can sell you a property.
  • A stockbroker can buy shares for you.
  • A mortgage broker can get you the financing.
  • An insurance broker can provide you insurance.
  • A financial adviser can give you advice.
  • A lawyer can help you set up an estate plan.

But very few have the capability and expertise to combine all these elements into an integrated financial plan that ensures your financial security and success.

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Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition.

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About You

About You Questionnaire

Complete this questionnaire to maximise your time with our Planning Team when you have a Discovery Session.

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Changes Questionnaire

Changes Questionnaire

Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.
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D & B Wealth Services Pty Ltd T/as Finishwell is a Corporate Authorised Representative (Authorised Representative Number 1282068) of Climb Wealth Pty Ltd (Australian Financial Services Licence Number 409424) Brigadier Ncube, is an Authorised Representative (AR# 1273194) of Climb Wealth Pty Ltd (AFSL# 409424).| Website | FinishWell FSG| Complaints

The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice.  We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Climb Wealth Pty Ltd Adviser before you make any decision regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Climb Wealth Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.