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Smart Financial Blog

    28 Nov 2014

    Podcast: The Fifth Stage of the Financial Planning Process

    Our five-part series of podcasts supporting Financial Planning Week with a look at the financial planning process, finishes today.

    In our fifth podcast of the week, Smart Financial CEO Steve Martin talks to Andrew Neligan, CFP with Informed Choice about the final stage of the process.

    27 Nov 2014

    Podcast: The Fourth Stage of the Financial Planning Process

    Our five-part series of podcasts supporting Financial Planning Week continues today, as we explore the five stages of financial planning.

    In our fourth podcast this week, Smart Financial CEO Steve Martin talks to Chris Weetman, CFP with Otus Financial Planning, about the implementation stage of the process.

    26 Nov 2014

    Podcast: The Third Stage of the Financial Planning Process

    We're delighted to be supporting Financial Planning Week, with a five-part series of podcasts based on the five stages of financial planning, to really open up the process and be transparent about what clients can expect.

    In our third podcast this week, Smart Financial CEO Steve Martin talks to Certified Financial Planner and founder of Navigator FP, David Crozier.

    The third step in the financial planning process is the planning meeting, where you can expect to formulate a plan based on your ambitions as discovered in step one, factoring in the hard details of your current financial situation outlined in step two.

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