The interest rate cuts happening behind the scenes
17th December 2024
Our Process
While many of us have goals for the future, we don’t always have a plan on how we’re going to achieve them. At Michael Roach Financial Solutions we help our clients with a range of financial solutions. We start by understanding your current situation and identifying your financial goals. We then construct a tailored financial plan to help you meet your goals. Once your plan in place we’ll then monitor your progress along the way to make sure you stay on track.
Once your plan is in place we will monitor your progress to ensure you stay on track.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.