Interactive Planning Approach
We carry out a thorough assessment of your current financial situation, taking into account both your short- and long-term objectives, family circumstances and changing priorities. Our dedicated team supports you through every stage of the planning process and major life events.
Fee-Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, ensuring that our success is directly linked to your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obliged to prioritise your financial well-being above all else. This means that every recommendation we make is based on what is best for you, not for us. Our fiduciary duty ensures that you receive impartial advice.
Professionals Only, No Salespeople
Every adviser at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™ qualification, ensuring that every recommendation is made solely in your best interests. We are committed to transparency and integrity — we never sell products or earn commissions, but focus entirely on providing impartial financial advice tailored to your goals.
Achieving Your Vision
Planning for retirement is essential for your long-term financial well-being. At Finovate, our experienced team works with you to identify your retirement goals and develops a bespoke, comprehensive strategy to help you achieve them with confidence.
How Can Our Team Help You to Achieve Your Goals
Getting to Know You
Book a 30-minute call with one of our professionals to discuss your goals and how we can help. This phone or Zoom call will also give you an overview of who we are and how we work.
Organised Meeting
Meet with our team to gather the information needed for your financial plan. We’ll discuss your finances, lifestyle and goals, including investments, assets, expenses and income.
Planning Meeting
Our adviser will present your personalised financial plan, ensuring it is tailored to your changing needs and goals, and will set out clear steps to help you achieve your financial objectives.
Implementation
Your adviser will send you a copy of your plan, along with a practical list of recommendations. We’ll put these into action and manage them, keeping you informed.
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