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BSB 806 015

The financial planning process

Being member-owned, your financial future is at the centre of everything we do. We genuinely care about helping you achieve your goals and can help you understand what’s involved at every step.

When you work with a P&N financial planner, we’ll guide you through a simple four-step process:

1. Arrange your initial consultation

Your P&N Financial Planner will meet with you at your home or workplace to gather details of your current situation and goals. There’s no cost for this appointment and no obligation to continue to use our services if you change your mind.

2. Receive your personal financial plan

Once your plan has been created, you’ll meet with your P&N Financial Planner again to discuss our detailed recommendations.

3. Put your plan into action

We’ll help you find the best strategies to achieve your financial goals, and then help you to take the action you need to achieve those goals.

4. Keep working with your financial planner

We’ll continue to work with you to make sure your finances are running smoothly and make any adjustments you need.

How to get started

Make an enquiry or call us and one of our financial planners will contact you to arrange an appointment.

Enquire or call (08) 9265 7722

Download our Financial Services GuidePrivacy Policy and Complaints Policy.

 

Important information

The information contained on this page has been prepared by Police & Nurses Financial Planning Pty Ltd (P&N Financial Planning) ABN 21 009 245 194 AFSL 237507. P&N Financial Planning is a related entity of, but not guaranteed by, Police & Nurses Limited (P&N Bank) ABN 69 087 651 876 AFSL/Australian Credit Licence 240701. P&N Financial Planning is the provider of financial advice services. Services provided by P&N Financial Planning are provided on its own account and not on behalf of P&N Bank and P&N Bank does not endorse or take responsibility for any services provided by P&N Financial Planning. P&N Financial Planning is not an authorised deposit-taking institution and, unless you acquire a P&N Bank product as a consequence of a recommendation made by P&N Financial Planning, monies invested with or through P&N Financial Planning are not a deposit with or liability of P&N Bank. P&N Bank refers customers to P&N Financial Planning only and is not liable for any loss, damage or liability of any kind arising from services provided by P&N Financial Planning. This page is not designed for the purpose of providing personal financial or investment advice. Any advice given is general only and does not take into account your personal objectives, financial situation or needs. Please therefore consider whether it is appropriate for you. You should consider talking to a financial adviser before making a financial decision.

Please refer to the Financial Services Guide, Privacy Policy and Complaints Policy for P&N Financial Planning (which you agree to be provided by accessing these links). 

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