Ongoing Management
Bringing your plan to life with clarity, care, and continuity.
Who this is for
Your financial plan is only as powerful as its implementation. This option is designed for clients who want ongoing professional guidance, oversight, and partnership as they put their strategy into action and evolve it over time.
At Growth Financial Planning, implementation means more than placing investments — it means walking alongside you as your life, goals, and priorities shift.
Pathway 1
For clients who have completed the Flourish Blueprint.
If you have completed the Flourish Blueprint with us, you are welcome to implement your financial plan with Growth Financial Planning as your financial planner of record.
There is no minimum asset value required to implement your plan with us under this pathway.
How it works:
- Growth Financial Planning becomes your appointed financial planner of record
- We implement the recommendations set out in your Flourish Blueprint
- Your investments, structures, and strategies are managed in line with your personalised blueprint
- Your plan is reviewed and refined as your life evolves
Ongoing support includes:
- Reviews: Ensuring your plan remains aligned with your goals, values, and circumstances
- Proactive Guidance: Ongoing insight around markets, strategy adjustments, and tax-efficient opportunities
- Accessible Advice: Clear, practical support whenever decisions arise
- Peace of Mind: A trusted, long-term relationship built on accountability, continuity, and care
Pathway 2
For clients who have not completed the Flourish Blueprint.
This pathway is suited to individuals who have completed a Flourish Focus Hour or Flourish Core, or already have investments in place and would like Growth Financial Planning to take on the role of financial planner on record, or would like their investments managed and overseen by Growth Financial Planning on an ongoing basis.
Under this option, Growth Financial Planning is responsible for the strategy, implementation, and ongoing management of your investments and financial structures.
How it works:
- Growth Financial Planning becomes your appointed financial planner of record
- We assess your current financial position and align your investments with your stated goals
- We manage and monitor your portfolio on an ongoing basis
- Advice, recommendations, and changes are made in line with best practice and your evolving needs
Ongoing support includes:
- Reviews and ongoing portfolio oversight
- Proactive communication and guidance
- Ongoing access to professional financial advice
- Long-term stewardship of your financial affairs
Ready to get started or want to know more?
Contact your partner at Growth, to chat about your specific needs.
Flourish Focus Hour
A once-off, focused consultation designed to give you clear, practical financial direction on a specific question or decision
Flourish Core
A foundational financial planning process that helps you understand your current landscape and build a secure platform for the future.
The Flourish Blueprint
A deep, integrative financial planning journey that aligns your money, mindset, and life goals into a personalised wealth blueprint.
