Asset 2

Financial Roadmap

Are you managing your money in a way that improves your life?

Traditional “Financial Planning” was designed for people with a bunch of money to invest. We want to change that.

We believe that Financial Planning is about understanding where you are now, where you want to be, and how that fits into your life.

Our process gives you confidence and clarity with your money, to help you make better money decisions, which enables you to live the life you really want.

We call this building a financial roadmap.

This service is for you if you want to understand where you are now, and where you could get to. You want to look at different different scenarios, and see what the impact would be.

There are no financial ‘products’ in this service, it is simply focusing on you, and your life.

How does this session work:

  1. We map our where you are now, and what your ideal life looks like.
  2. We help build you a personal, visual model of your life to show you the impact of decisions.

Key Outcomes:

  1. If you are in a relationship, we help you get on the same page about money, and life.
  2. Get clear on where you are at, and where you are heading.
  3. Get clear on your priorities.
  4. A roadmap for your money-life – what is the impact of spending or saving more, paying down debt, or setting up investments. These are all questions we can look at together.

Book a call and see if this service is a good fit for you.

CIC-Icons Free Financial Strategy Guide

Schedule your free
15-minute phone call

Please book in your free 15-minute phone call to see if we can help you with your financial life.

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Our Reputation

Don’t just take our word for it, check out what our valued customers are saying too!

After purchasing our house in 2015, we enlisted the help of Kieran at CIC Financial to initially help us in protecting our new debt, however the help we received from Kieran was so much more than just that.

Kieran’s approach and communication was extremely professional, but most importantly to us, trustworthy and genuine. We trust Kieran’s advice and would highly recommend him to any of our friends and family.


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