How to get started
Regularly putting money aside is a good place to start. But understanding how much money you must save and the risk you need to take with your hard-earned savings is more difficult. That’s why our service is about more than helping you invest your money.
It’s about being honest about where you are right now and more importantly about where you want to get to in the future.
Once we’ve help you navigate the obstacles that might otherwise derail your plan, we can help you make your best guesses about how to narrow the gap between the two and create a practical, yet simple plan of action, that we’ll revisit with you regularly to ensure you stay on track.
Getting to know you
As we’ve seen earlier in the Life Planning section, we get to know one another well before beginning to create your plan. From there, we will assess the financial resources you have available to achieve your plan and consider what obstacles must be addressed.
Prioritising your goals
We will help you prioritise your short, medium and long-term goals. With your timeline in place, we will help arrange your finances, so that you can achieve your goals with the lowest level of risk to your money and future standard of living.
Creating your plan
Once we understand your timeline and your goals, we’ll use all the information we’ve gathered to create a Master Plan. This will provide us with an insight into your financial future, as things currently stand.