The more we understand about what motivates you and your value system, the better our advice. As with any healthy relationship, in time more and more of the inner person is revealed – much like the nature of a fine wine. There is no fast-track to this degree of understanding, it only comes from the most valuable commodity of all – time.
We help clients achieve deeply held goals, not merely time-barred objectives; achieving peace of mind, a generous spirit and recognition that security is not based upon wealth. A sense of emotional well-being can be enhanced with financial planning that is rooted in understanding your values and life principles. So we start with the end in mind.
Money is a highly emotive topic. We all live within the influences of our culture and upbringing. We will always try to be understanding of what money represents to you. Your attitude to risk is something that cannot be covered quickly; it is often born out of experience. If you wish us to do so, we can help you to challenge your own views about risk and perhaps reveal alternative approaches for you to consider.
Many aspects of financial planning require a degree of discipline – be it investing, setting budgets or commitments to reviewing progress. We will meet with you twice a year (or more frequently if required) to ensure that your financial plan is implemented properly and reviewed to ensure that you are on course to achieve your goals.
There is no magic in financial planning. Our advice will provide you with the best chance of accomplishing your goals, as with all true success this is achieved little by little over the long term, with the application of sound principles each day. A vital discipline is holding true to your longer term aims and not being swayed by the temptation to take short cuts. We will not compromise your goals or wealth by chasing market beating returns.