At Cooper Barber Financial Planning we believe in the concept of “Freedom through Education”. In order to achieve your wealth goals we initially embark on an education process to equip you with the tools so you too can make confident financial decisions.
Our initial discussions are in the form of a series of meetings ranging between 1-2 hours each. These meetings are educational and specifically focused on you and your goals. Our aim is to work with you in developing a strategy based on the fundamentals of cash flow management, asset accumulation and risk management.
We aim to build a satisfying and long-term relationship with you, in order to achieve your Goals and Objectives.
Our role is to facilitate the formulation of your financial goals and assist in the development of the Strategies and Tools for you to achieve these and other identified financial needs and goals.