How much is enough?
Put another way, how much money do you need to live the life you really want to live?
Get this wrong and you could run out of money with little or no chance to put things right. Even worse, not knowing what you can afford to spend could leave you the ‘richest person in the graveyard’.
Balancing Your Life
Unless your finances are carefully arranged with your most important goals in mind, it’s highly unlikely all your plans will fall into place by accident just by themselves.
By understanding what’s important to you we’ll create a Personal Financial Plan to help you regain balance in your life and achieve the lifestyle you desire. We’ll put your Plan into action and work with you to maintain it so you’ll feel much more confident about the years ahead.
More Important Than Money…
Your wealth is likely to be made up from a variety of sources: wages, savings, investments, property, a business and maybe even an inheritance. However, regardless of how well it is managed, if you don’t make the connection between planning your money and planning your life you’ll still struggle to answer these questions;
- “When can I afford to stop working?”
- “Am I saving enough for retirement?”
- “Will I be able to afford…?” (e.g. second home, dream holiday)
- “What do I need to earn, save or sell my business for to give me the life I want.”