Financial Life Planning

I feel that 'Life Centred Financial Planning' is something that people of all ages and income brackets should be doing. My personal belief is that advice should be affordable and accessible to everyone. A life centred financial plan will identify your current financial position, the potential transitions in life that we will need to prepare and the potential outcomes of each transition. 

Life is different for everyone that's what makes my financial planning unique. A good life centred financial plan will take in to account your personal ambitions, your individual circumstances, and your unique hopes and desires. It will help discover the purpose of the money and will help you live your best life possible with the money that you have in place now and the money you will accumulate over your life. 

My holistic approach to financial planning works for both businesses and individuals alike. If you and I work together and follow a few simple yet effective steps, we can collectively put a plan in place which gets you where you want to be:

• Tell me about your personal ambitions and goals over the next 5, 10, 15 & 20 years.
• Tell me what your current assets and liabilities are so I can assess how close you are to reaching your ambitions.
• Allow me to advise you on the measures you need to put into place to achieve your goals, protecting your family and property, your business, and staff in the process.
• Be prepared to invest for the longer-term so that I can develop and implement a plan for the long term. This will give you peace of mind and security for you and your family's future.
• Prepare for your retirement and plan for your future by making a Will and creating your own Estate Plan.
• Use a succession planning strategy if you are a business owner. This will outline a clear exit strategy for the day that you leave your business.

Communication is paramount in 'Life Centred Financial Planning', and my commitment to you is for life. It is crucial that you feel comfortable and included in every part of the planning process. The earlier you start your financial plan, the easier it will be to achieve your financial goals. I am here to make sure you can achieve your most important dreams and aspirations so you can have a fulfilling life. My main role is to make sure I maintain your current lifestyle so you don't run out of money to early or die with too much.