How it works
A process that focuses on lifestyle
I’ve spent over 15 years refining my financial planning process to provide the most value for clients. It’s a process that focuses on your future, your aspirations and your lifestyle. Everything is about you. Financial planning isn’t just about making money; I strongly believe that. It must also focus on aligning your financial goals with your personal aspirations to create a lifestyle that you want to live.
My style is less corporate, more friendly but always transparent. I focus on creating long-lasting relationships that are built on trust and close communication. It’s important to me that you are able to use your money to enjoy life. And that’s my objective: to create a financial strategy that may support a lifestyle that you want to live, applying the level of investment risk you’re comfortable with.
What’s important to you?
The initial consultation is all about discovering what’s most important to you. You don’t need to prepare anything for this meeting, nor will you be charged. It can take place at any location you prefer and there is no pressure to commit to working with me afterwards.
During our discussion, I’ll learn more about your:
Needs • Finances • Interests • Aspirations
It’s not about goals. It’s about lifestyle.
I’m not a fan of industry jargon. I don’t believe asking you heavy questions relating to life goals is practical. Why? Because many of us won’t have the answers but we all have an idea of the direction we want to go in. That’s what I’m interested in, your future lifestyle.
A tailored strategy
Based on what I’ve gathered, I’ll create a financial strategy that’s conducive to reaching your desired lifestyle. I’ll work closely with you, analysing all opportunities from all angles, highlighting what avenues are available to you.
Unlimited access to financial advice
Regardless of your enquiry, my door is always open to any question you may have about your finances.
unlimited access to financial advice
at least one face-to-face meeting per year
Visualise your finances
I love to be able to explain complex concepts in a simple way so that people can visualise how financial planning can help them. So at a first meeting, I introduce the ‘bucket concept’. This is designed to help you picture whether you’ll have enough money to live the life that you want without ever running out.
By using the bucket concept you’ll be given a clear illustration of your current financial situation and how it will look in the future. There is no charge for this and if you feel that we’re the right fit to work together, I’ll proceed to create your bespoke financial plan.
