We are financial planners.
Our planners use their expertise, knowledge and experience to address your immediate financial concerns whilst securing your long-term future by developing a financial plan, including a Lifetime Cashflow Forecast.
Lifestyle planning helps to answer some fundamental questions, including:
- Can you live your chosen lifestyle in the short, medium and long-term?
- Can your assets be used to improve your current standard of living?
- Will your family be financially secure if you cannot work or die prematurely?
- Are you on course to achieve your retirement goals?
- How much do you need to sell your business for to have a comfortable lifestyle in retirement?
- When can you afford to retire?
- Could your existing asset base allow you to retire now?
- Will there be a time in life when you run out of money?
- Can you afford to give money away and still live your desired lifestyle?
Our financial planners follow a five-stage process:
- Plan development
- Delivering your financial plan
- Forward planning meetings
To discover more about our financial planning process, click here.