Philosophy of Life
Our philosophy with clients is quite simple. It’s
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
? Ho w much more could you afford to spend – or give away – without fear of running out? Ho w 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
? Wil l 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
? Wil l 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.