HOW WE DO

We work to understand your vision

Plan My Financial Future

How It Works

1. Meet
2. Discover
3. Plan
4. Implement
5. Guide

01

MEET

Your Financial Health Check

This provides an overall review of your financial health, looking at:

  1. What’s Coming In – salary, bonuses, dividends, rental income
  2. What’s Going Out – household, travel, lifestyle, holidays
  3. Assets – savings, investments, pensions, buy-to-let properties
  4. Liabilities – mortgage, car finance, credit cards
  5. Insurances – life insurance, income protection, critical illness cover

By the end, you’ll have a clear understanding of where you stand financially.

02

DISCOVER

Your Financial Life Plan

Financial Master Plan

By the end, you’ll have your personalized Financial Master Plan. This will show:

  • Your Life Goals
    defining what you want your future to look like

  • Your Number
    how much do you need to put away to achieve the end you want

  • Financial Freedom
    a roadmap of how to achieve financial security and freedom

You will clearly understand your direction and have a well-thought-through plan for achieving your financial objectives.

03

PLAN

Your Financial Action Plan

This provides an overall review of your financial health, looking at:

  1. What’s Coming In – salary, bonuses, dividends, rental income
  2. What’s Going Out – household, travel, lifestyle, holidays
  3. Assets – savings, investments, pensions, buy-to-let properties
  4. Liabilities – mortgage, car finance, credit cards
  5. Insurances – life insurance, income protection, critical illness cover

By the end, you’ll have a clear understanding of where you stand financially.