Our Processes

The J P Financial Planning Journey

J P Financial Planning believes that when someone has the motivation and information great things can be achieved. Partnering with a trusted source is an excellent way to achieve the best outcomes and he is driven to help people succeed.

What We Offer

Explore Our Processes

Meet

Meet and understand what motivates you, we will determine what we are going to work on together

Learn

Learn and understand your goals and assess your current financial picture

Strategise

Strategise how to create your positive tomorrow

Develop

Develop and prepare your financial plan to ensure your goals are achieved, this will include strategic and product focused recommendations.

Implement

Implement the plan and provide the knowledge for you to know that it is your best way forward.

Review

Review to continue to match todays lifestyle with tomorrow.