I have no right to talk about your money until I know exactly who you are - your values, visions, goals, dreams and fears.
An opportunity to determine if we would like to work together and learn more about what has led you to reach out, your current circumstances, your relationship with money, and your aspirations for the future.
Identifying the financial means available to you to achieve and maintain your desired lifestyle.
A comprehensive report to review your current position relative to where you would like to get to and outline a formal strategy to get you from A to B. Includes a review of your existing financial provision to ensure their suitability for your specific objectives, as well as providing recommendations where needed.
An opportunity to discuss your Financial Planning Report, agree on next steps, and implement any recommendations as needed.
Regular touchpoints to monitor progress and ensure you remain on track to meet your objectives, as well as to take advantage of any planning opportunities to maximise your wealth.
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Disclosure - Nothing on this page should be considered advice.