REAL Financial Planning

 

Financial Planning is about so much more than money, products and policies; it’s about helping you to:

  • Identify, achieve and maintain your desired lifestyle!
  • Live life to the full - to do more, live more, give more!
  • Have confidence and clarity over where you are heading!
  • Have more time, more choices, more freedom, more LIFE!

 There are many questions you need to ask yourself:

  • What do I want my money to do for my family and me?
  • How much is enough?
  • Am I on track to have what I need?
  • How much does my business need to be worth to help me get the lifestyle I want?
  • Is every aspect of my financial life under control?
  • Do I have a strategy in place to deal with things that could knock me off track?
  • Do I have a sound retirement strategy?
  • Do I have an effective estate plan in place that will make sure my money and assets
    end up where I want them?
Our aim is simply to help you get the life you want and keep it.

We understand that investing and accumulating money is not an end in itself. It’s what that money can do for you that’s important. How it helps you achieve your hopes, dreams and aspirations.

Otus will help you find answers to the important financial questions. You’ll be in control of your financial future and less stressed about money.

By working with us you will:
 
  • Have a better understanding of your money
  • Gain the confidence to spend and do things you might otherwise put off
  • Achieve what’s really important to you and have more fun at the same time
  • See what’s possible and look forward to the future
  • Have the power to make better decisions and avoid potentially costly mistakes.
  • Understand how you feel about risk and only take as much risk as you are comfortable with.

In the life planning part of our time with you we explore what is REALLY important to you. Then, using a mix of  skills, we help to resolve obstacles, create a financial strategy, and then over time we guide you to achieve what's important to you, in the most effective way possible.

The process we follow is broken down into six stages