Discovery
Life Focused Financial Planning
We start with a Discovery Session to get you thinking about what you really want from life, and begin a strategy to work towards it.
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DISCOVERY SESSSION SUMMARY
An informal chat to identify your priorities, your goals and your joys. We’ll work together to create your LIFEPLAN – identifying what you want and how to achieve it.
Live Life
Go Live Your Life
Life starts now, not at retirement (or your “Financial Freedom Day” as we call it). With your upgraded LIFEPLAN in place, you can start planning today for the life you want tomorrow.
Our Personal Approach
We know that no two lives are the same. Things happen. Things change. Our approach to financial planning focuses on what you want and need, both now and at financial freedom. We consider your bucket list and your safety nets, your aspirations and your reservations, to make sure that you have a plan that works for you.
Our planners are passionate about life-focused Financial Planning. It’s not all about retirement age or yearly income, and we don’t get lost in jargon. Whether you are looking into mortgage advice, your pension, retirement planning or investment, we take the personal approach – conversation, between humans, to consider your dreams and goals as well as the practical details.
The result is a plan designed for your life.
Get a Copy of Our Book: It’s Time to Really Live
Our NOW book is packed with our existing clients’ passions and pastimes. Plus – top tips to help you achieve your own.
Register for your copy here