WHAT IS FINANCIAL PLANNING?

Every day, we assist our clients to create a more rewarding, more secure financial future.

The Liddell & Ko financial group has been helping Queenslanders achieve their financial goals since 1997. We believe the key to successful financial planning is achieving an integration of life, work and money goals. We find most people are not so concerned about the money itself, but what they can do with their lives if higher levels of financial freedom are achieved early in life.

Our philosophy is that financial planning is all about carefully assessing your objectives and investor risk profile and finally developing a strategic plan for the future. Because everyone has differing wants and needs, each has to have their own specialised financial plan.