Cash Flow Planning
We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for
1) The Lifeline Process
This is completed prior to the Lifeline Discovery Meeting.
It will help you calarify your thoughts, plans and objectives for the coming years.
2) The Lifeline Discovery
Meeting to discuss your goals, needs and concerns along with how we can help you.
3) Identify Priorities, Recommendations and Implement Strategies
This process will identify your objectives, cover the alternatives available to you, in order for you to meet your goals and remove any worries or concerns.
It will recommend specific solutions and provide selected implementation strategies.
4) The Planning Stage
An exceptional meeting to discuss, review and amend your Lifeline Wealth Creation Plan prior to implementation.
5) The Instruction and Action Process
A series of meetings to implement recommendations within the Lifetime Wealth Creation Plan.
These can be with or without a Planning Stage meeting.
Meet the Financial Dimensions Team
Fari Serajian
Managing Director
We are a family run business, with over 30 years in the industry. My mission is to serve my clients and be able to help them achieve their goals. I take care of them if; they live too long, die too soon or become critically ill or disabled along the way, looking after all aspects of financial planning, to be able to create wealth and to preserve wealth, for future generations.
Tracy Serajian
Company Secretary
As Company Secretary I work in the background to support Fari, taking care of all the business essentials so that he can concentrate on his clients.
