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?