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Financial Planning

It is more than possible to coast successfully through your financial life, armed with only a belief that matters will eventually fall into place. But why not take the opportunity to put real clarity around your your financial affairs, your future commitments and even your dreams.

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Our role is to ask the right questions, to understand your journey and to provide advice and solutions to help you maximise your financial potential. At MOJO Finance, Financial Planning is about: 
  1. Understanding the key aspects of your life and financial situation
  2. Identifying future commitments, goals and dreams
  3. Creating a roadmap to get there

Typical Reasons why clients Schedule a Financial Planning Service:

  • Headline elements seem to be working well but there is no clarity.
  • Uncertain as to whether future commitments can be met.
  • Progress based on assumptions but there is no Plan B.
  • Realisation that a lot is being left on the table.
  • Requirement to know exactly what’s needed in order to achieve X.
  • Expertise sought to put all the pieces of the jigsaw together.
  • At or approaching a life changing event.
  • Financial dilemmas ahead and empirical evidence required.

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Our Financial Planning Service is flexible and is offered at various levels depending on the requirements of the client. Some clients require MOJO Finance to look specifically at two to three aspects of their financial circumstances. Others require a full Financial Planning Service. We can guide you during the Initial Consultation as to what level of service might be most suitable for you.

The full Financial Planning Service is appropriate for individuals and families who want clarity around almost all aspects of their financial life. They require a holistic financial roadmap with goals, targets, options, recommendations and actions. They want a financial plan that is cash-flow modeled, where progress can be tracked and where goals and actions can be tweaked as personal circumstances change through the years.

Areas we most commonly focus on include:

  • Current account: Surplus v Deficit
  • Capital account: Assets v Liabilities
  • Emergency Fund adequacy
  • Scope to reduce debt servicing levels
  • Risk Management to withstand the unforeseen
  • Review suitability and performance of Pension & Investment assets
  • Funding future commitments
  • Tax efficiencies/inefficiencies
  • Retirement funding adequacy
  • Gift & Estate Planning considerations
  • Choices & Trade-Offs: Can you really have it all?

Financial
Planning

Achieving financial freedom is not about getting rich. It is about maximising your financial potential by being clear, purposeful and dynamic in all areas of your financial affairs.

Initial

Financial
Planning Consultation

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Step 1

Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

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Discovery work from Client & MOJO Finance

Step 3

Presentation of Financial Plan for discussion & debate

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Finalisation of Financial Plan with recommended Actions

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Implementation of agreed Actions

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Ongoing Support 

Step 1

Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

Icon1Ativo 6Step 2

Discovery work from Client & MOJO Finance

Step 3

Presentation of Financial Plan for discussion & debate

Icon5Ativo 10Step 4

Finalisation of Financial Plan with recommended Actions

Icon3Ativo 8Step 5

Implementation of agreed Actions

Icon2Ativo 7Step 6

Ongoing Support