Financial Planning
A Life Financial Plan as individual as you are...because after all it’s your future.
Whether you’ve recently tied the knot, are raising a family, helping care for relatives or want to leave a lasting legacy to loved ones, Rockwell Financial Management can help you plan financially for all of life’s stages.
We’re here for you and your family to help you manage your wealth in line with your life and financial needs and through the various stages of your life.
Work to live! We’re here for business owners small and large, entrepreneurs and family businesses to help you reap the rewards of your business success and translate into personal financial success whatever stage of life you or your business is at.
We’re here for busy professionals and executives to help you manage your financial affairs efficiently as you focus on your career.
Your early career financial decisions and career path can have a significant impact on your finances. So it’s important to plan ahead to ensure your career today can help you plan for a better future.
Our 6-stage Process to Personal Financial Planning
We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.
Stage One
We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.
Stage Two
We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities
Stage Three
We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead
Stage Four
We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead
Stage Five
We’ll put your personalized plan into action
Stage Six
We’ll then make sure to track your progress and to consistently monitor and review. We’ll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.
“I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far ”
