WHAT MATTERS TO YOU?

 

For some of us it’s broadening our horizons through travel. Others have seen quite enough of the world, thanks, and want to concentrate on family. You might be building or selling a business. You might need to protect the things that are most important to you, or get on the housing ladder. Whatever your goals are, the key to achieving them is getting the right plan in place – and that’s where we come in.

 

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THE FINANCIAL PLANNING PROCESS

It’s like the Circle of Life, except for financial planning. We start at the top and go round clockwise – finding out your goals and giving you a little reality check if you need one (when your Mom said you couldn’t have your cake and eat it she was right). Then it’s down to the nitty gritty of investments and financial products – making sure everything is open, transparent and as modern as it can be. Finally, we will be keeping tabs on your progress, but not in a Big Brother sort of way. We’ll usually get together once a year or more to see how it’s all going, deal with any changes and make any tweaks we need to.

THE DETAIL

Let’s be honest. You don’t care about the details of financial products, and nor should you. If you really want to get into the finer points of ARF's vs Annuities, or whether investment-grade bonds will retain their negative correlation with developed market equities (hint: yes, unless they don’t) then there are plenty of learned articles you can read online.For everyone else, it’s important that you know enough to make enlightened decisions, and reassure yourself that what we’re doing for you is the right thing. We think the videos below are a great place to start.

Remember, we work for you. Not for any provider. We only have one goal – to help you achieve yours.