Define it. Cost it. Live it. Review it.
We help you live for today and plan for tomorrow, without fear over what would happen if your finances dried up.
This starts with determining what you need and assessing whether or not you have ‘enough’. If the answer is ‘yes’ we ensure it stays that way and we encourage you to go out and live your best life! If it’s a no, we help you get back on track to where you need to be.
Our services and advice are as individual as you are. We consider your lifestyle, your family and your passions, then we give you peace-of-mind that everything is being done to help pave the path towards the future you dream of.
DISCOVERY
This is the most important stage where we simply listen as you tell us your goals, priorities and life aspirations; it is your opportunity to truly consider what you want your dream life to look like. We’re not concerned with what you have in the bank now – we want to determine where you want to be in the future.
STRATEGY
Now we work together to calculate the costs, aligning your current and future finances against the cost of your current lifestyle and the likely cost of the life you want. Armed with the figures, we develop a bespoke lifestyle financial plan that will enable you to reach your goals. This is your pathway to financial freedom and peace-of-mind.
IMPLEMENTATION
Once we have your lifestyle financial plan we can look to implement it, or you may choose to pause and consider things. As the main focus is on the plan itself and its ability to help you look towards what may be achievable in the future, there is no hard sell when it comes to recommending the financial products we feel will help you.
ANALYSIS
We openly and honestly advise you on what you need to be doing now so as not to run out of money later. But life changes and no one knows what’s around the corner. We encourage you to review your plan annually and update us with new goals or financial changes so we can adjust it as needed to keep you on track.
