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Congratulations on taking the first step in planning a better future.
With so many financial options available, it’s difficult to see the wood for the trees. Our advice will tease out your specific goals and make recommendations to achieve them faster, or let you know if they are unachievable.
Once you have provided your information via the client portal, we analyse your situation to address obvious gaps in a free financial health report. You are encouraged to come in and ‘unpack’ your report with an adviser, so you can easily see the value in having a personalised financial plan written for you.
miPlan’s Financial Health Report provides a comprehensive overview of your current financial situation, including: