Financial Planning

John Sansom heads a team of three highly qualified Financial Planners at Kilpatrick Lake Mackenzie. John became a financial planner in 1998 after 21 years working in the steel industry as an accountant. John specialises in providing solutions to ensure you meet your lifelong financial goals.

Financial planning can change your life by putting you on the path to wealth, but it will only have that effect if it is a comprehensive financial plan, which incorporates your earning potential, taxation and loan liabilities, saving capacity, insurance obligations, and superannuation and investment needs into a single co-ordinated plan.

It must begin with an analysis of your current financial position and future needs, defining your short-term and long-term goals and creating strategies that are capable of achieving these objectives. As part of this process, your financial plan must be regularly reviewed to ensure it incorporates any changes to your circumstances and/or needs.