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An Introduction to the Six-Step Process of Financial Planning

Length
00:16:29

Welcome to the first episode of the 360 Money Matters Podcast with your hosts, Billy Amiridis and Andrew Nicolaou!

In this podcast, we aim to increase your confidence in all money matters– covering an array of topics like investing, cash flow and budgeting, and passive income. We’re confident that by arming yourself with knowledge, you can live your life on your own terms without limits.

Though initially, financial planning may seem like such a daunting process, it can be broken down into smaller manageable steps– which is exactly what we’ll be outlining for you today. Be sure to join us in this multi-episode series where we dive into each individual step and provide you with viable advice that we’re sure will bring value to your financial planning journey.

So sit tight, listen in, and let us introduce you to a better way to approach your financial management!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis and Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorised representatives and credit representatives of AMP Financial Planning – AFSL 232706

 

Episode Highlights:

• The Six-Step Process Outline.

• Understanding your current position.

• Maximise your cash flow.

• The importance of getting your debt under control.

• Developing your investment strategy.

• Manage your risk.

• Planning your estate.

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360 Financial Strategists is a client-focused financial services firm dedicated to helping individuals and families build clarity, confidence, and control over their financial futures. With expertise spanning financial planning, mortgage broking, and wealth strategy, the team takes a personalised and transparent approach to advice, prioritising long-term relationships over transactional outcomes. Grounded in trust, integrity, and genuine care, 360 Financial Strategists is committed to simplifying complex financial decisions and empowering clients across Australia to move forward with purpose and peace of mind.

Disclaimer

This information has been prepared by 360 Financial Strategists for informational and educational purposes only. It does not take into account your personal objectives, financial situation, or needs, and should not be relied upon as financial advice.

Any financial advice provided by 360 Financial Strategists is confidential, tailored to each client’s circumstances, and delivered as part of a paid professional service. Before making any financial decisions, you should seek advice that is specific to your situation.

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