We are an advocate for both your Future Self and your Current Self. Our Financial Planning Programme creates a solid foundation now, for a successful financial future.
The ultimate goal of good financial planning should be to achieve and maintain complete Financial Independence efficiently within a specified time frame.
Our focus is to help you reach your goals and aspirations - a point in your life where your assets provide for your desired lifestyle, without the necessity for you to continue working. Improving your wealth and opening new possibilities for the future isn’t about changing any one thing, it’s about getting all parts working together.
Our advanced ‘scenario planning’ tools will ground your goals and aspirations in reality. We can help you understand how each part fits into an overall plan – be it savings, investing, or protecting your family.
There are three phases to our process:
- UNDERSTAND Your Finances. We start by listening, because to give you the best possible advice, we need to understand more about you and your finances. Start your journey to a better financial future, with confidence, by taking the MoneyValues ™ Assessment now.
- PLOT Your Journey. We are an advocate for both your Future Self and your Current Self. Our Financial Planning Programme creates a solid foundation now, for a successful financial future. Right through our 8-Step Circular Financial Planning Journey and scenario planning - everything is focused on one thing – helping you reach your unique goals.
- MEASURE Your Progress. Every step on the path to your ideal Financial Future is important. Our role is to show you how far you have travelled and what still lies ahead. Our reporting and tracking of performance against clear and measurable benchmarks allow you simply and objectively monitor your progress and evaluate our value to you.Thereafter, we will review your plan regularly and take actions with you so that your Financial Freedom is achieved.
Whether you’re looking at investments to grow your wealth, pensions to plan for your retirement or family protection policies to make sure your loved ones are safe and secure financially, we’d encourage you to first engage with our financial planning process.
Because making financial decisions without an overarching strategy, without a clear understanding of your finances and your aspirations, is perhaps one of the biggest barriers to a successful financial life.