We will help you determine what it is you want your future to look like. Then, we’ll look at what you have already, and how you are using your money.
We’ll suggest strategies and areas where you could do more without changing too much, and also point out the blindspots in your plan. The focus will be on your current lifestyle, ensuring that it remains secure.
We will review the protection you have in place, and should anything happen to you or your partner, how this will impact family life. Only once we are happy with what you have now, do we start putting money away for your future.