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Philosophy of Life

Our philosophy with clients is quite simple. It’s realising that:

LIFE is not a rehearsal and that precious time is slipping away. Therefore, it’s…

  • WHAT do you want to do with what little time you have left?
  • WHEN can you stop doing what you no longer enjoy?
  • WHEN can you start doing what you really love?
  • WHAT do you need to do to ensure that you NEVER run out of money?
  • WHAT do you need to do to ensure that your family are totally financially secure WHATEVER happens. And perhaps the biggest question of all…

HOW MUCH is ENOUGH?

  • How much do you need?…. to do it all?
  • How much more could you afford to spend – or give away – without fear of running out?
  • How much do you really need?
  • Is it one million?
  • Two million?
  • Five million?
  • More
  • Less

Some examples of questions from clients

  • When can I retire?
  • When will I be financially independent?
  • Can I stop working today?
  • Will the divorce settlement be enough to live on?
  • Can I give some money to the family and still live as I am?
  • Can I afford to spend more?
  • How secure is my lifestyle based on the level of risk I have taken with my investments?
  • Will my family be OK if anything happens to me?

Arrange a Discovery Meeting

Our initial Discovery Meeting enables us to explore a possible relationship and find out if we can add value. It is provided free of charge and without obligation.

Discovery Meeting