Implementing your Plan

Between Module One and Module Two you will have met with your Authorised or Registered Financial Adviser who will have delivered your personal financial strategy which we call your ROAD MAP.
  • The report explained
  • Get the right legal structure
  • Open new bank accounts
  • Implement your family budget
  • Pay off your home loan faster
  • Manage and monitor your finances
  • Investment strategy review
  • Prepare to invest
During Module Two we discuss in detail key components of the ROAD MAP with you and introduce speakers from the legal and accounting professions to explain in the importance of the most appropriate structure for you to effectively partition risk and protect your family. Managing risk is a key component of effective financial planning and providing information about the importance of having a properly considered and executed will, enduring power of attorney, trust structure and other body corporates as appropriate should be considered for an individual’s personal circumstances.
Module Two will assist you with a broad understanding of structuring and provide you with a framework to make informed decisions in conjunction with your Authorised or Financial Adviser. Module Two will also help you to start to implement your ROAD MAP, which will include your family budget and provide you with the tools and techniques to properly manage your personal finances, including opening bank accounts and structuring of your lending facilities (if any) to pay down debt faster. Module Two will prepare you for property investment if it is appropriate for your risk profile and your preferred investment vehicle.

How can we help you?

We provide a comprehensive educational program able to be completed at your own pace.
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What our Clients say

I recently purchased an apartment from the Du Val Group. I found the whole process from beginning to end very straightforward. They had a great show suite, detailed maps and diagrams of the design. They discussed with me my needs and helped select a unit that met those needs. The sales team was professional and made the actual sales process very easy. The team have also been providing regular updates on the progress of the project which is great. Damien Gibson

Purchaser, Lakewood Plaza

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