Edsuplan Teacher Financial Services draw on skills, experience, and financial know-how accumulated since 1982 to help determine the right financial strategy to meet their clients needs now and in the future. Our professional and personalised service develops a financial strategy to suit your needs and objectives while striving to ensure you make the most of your income, savings and investments.

Whether you have short-term goals like home loan deposits, children’s education or long-term goals such as retirement planning, the team at Edsuplan will tailor a plan to suit your needs for the duration of your financial journey.

Our Step-by-step approach gives a fully tailored Financial Plan

Step One – Gather all the facts

We need to put together an accurate picture of your financial situation including the assessment of your investment and risk profile, which can range from conservative to aggressive.

Step Two – Set Financial Goals

We can assist you in setting your short, medium and long term income requirements, and expenditure estimates, as well as assisting you to identify any other personal and business needs

Step Three – Identify Options

We identify a variety of financial strategies that fit your investment and risk profile.

Step Four – Strategy Development

After analysing information on all the available options, we then develop the most appropriate financial strategy for your objectives.

Step Five – Setting the Scope of Advice Requested

We set the scope of the advice requested, by:
•    verifying your financial position
•    clarifying your investment profile
•    advising our recommended strategy, and
•    stipulating which specific investments will meet your needs and objectives.
Naturally, you need to review this financial plan, and advise any amendments, qualifications or changes you require.
Once you are satisfied with the financial plan, we require your authority to proceed.

Step Six – Portfolio Construction

All necessary documentation, product application forms, etc., are completed. All the elements that form the recommended plan are actioned.

Step Seven- Portfolio and Plan Review

Your portfolio and plan should be reviewed on a regular basis. The frequency of review can be discussed with your financial planner, however as a minimum we are required to offer a review every three years. As your needs and circumstances change, a review of your plan can identify whether changes are required to ensure the strategy and financial plan continue to meet your needs and objectives. If any changes are recommended we always seek your approval before proceeding.