There are a number of steps to achieving a personalised life plan and one of our experts will guide you through the complete experience.
- We will work with you to understand your current income and expenditure and the current assets you have in terms of property pensions etc.
- We will help you to define your short and long terms goals,
- We will discuss your attitude to money and the level of risk you are comfortable with
- We may use cash-flow software which will help map out your future and help you visualise how you can fund the life you want to achieve
- We will write it up agree it with you and then work with you to keep you on track
- We will also use our expertise to include a number of safety nets and provisions to give you the peace of mind that your future is being looked after.
You identify the lifestyle you are aiming for, and we help you to manage and accrue the finances you require to make your lifestyle goals a reality.
Your planning will pass through various phases and have many components contributing to the overall success of your plan.
Your circumstances will keep changing, so through ongoing review of your Personal Financial Plan, we work with you to achieve the optimum results at any given point in time.
When we develop and implement your personal financial plan, we put safety nets in place, in the event of death, long-term illness, disability or long term residential care.