How much money do you need to live the life you want?
We will help you to understand what’s important to you in life and why. We’ll spend time establishing where you are today and where you want to be in the future. Providing you with the tools to achieve your desired lifestyle, without the fear of ever running out of money.
We use the following techniques to identify your desired lifestyle:
Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming.
Tax planning to make sure you are using all the allowances the Government provides.
Pension planning to make the most of an asset which for many people will be their second largest after their home.
Coaching to help you answer questions such as how much is enough?
A short video demonstrating the process for lifetime financial planning.
We provide Organisation, Accountability, Objectivity, Proactivity, Education and Partnership in order to help you get a better return on life.
How to spot fake news
Social media and online platforms are full of misinformation and fake news at...
The art of armchair travelling
The Covid-19 outbreak has meant that it’s unlikely any of us will be...