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Financial Planning

What can I expect a financial plan to include? (Video)

01 February 2017

Louise Lakomy CFP®

Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies.

As part of the Financial Planning Association's Ask a Planner video series, Louise Lakomy CFP® answers the commonly asked question, "What is included in a financial plan?"

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This video contains general financial advice only. It is provided by an Australian Financial Services licensee (AFS licensee) or the employee or authorised representative of an AFS licensee as identified in the article.

General financial advice does not take into account your objectives, financial situation or needs, and you should consider seeking professional financial advice before acting on the general advice provided.