How I help you
Chances are that without some form of game plan in your financial life, you are probably not getting as far as you like, or using your resources as well as you’d like.
I have a three-stage framework that systematically helps you to make sense of your options when it comes to making it count.
It is a common sense and practical process that works with you to identify any gaps and take action that will have the biggest impact in your own situation.
Is there anything you could be doing better? Are you paying too much in fees? How much is enough? Am I going to be okay?
CREATE ORDER
(Personal Finances)
Arrange your financial life to make it easier to understand, measure and manage.
Your existing wealth, future contributions and how you eventually consume your wealth is driven by your personal finances.
Finding a balance between living life now and planning for the future, is impacted by your spending plan and managing your use of debt.
Allowing yourself to save and invest, and keep it invested, through good personal financial decision making is crucial.
Getting to grips with where you are, so you can get you to where you want to be.
BE PURPOSEFUL
(Financial Planning)
Give meaning to your money.
Plan, think forward, prioritise.
Money is only an enabler. How are you going to use your money to live the life you want.
What does that life look like and what do you need to do to get there.
Do you have a plan to leave a legacy.
Mitigate the risks if something unexpected happens in life.
Create a framework which allows you to understand what you need to do and to take action.
Have something to quantify and measure your progress against.
Understand that your life will change and so must your plan.
MAKE PROGRESS
(Investment Strategy & Management)
Translate your plan into realistic investment solutions.
Match your goals to investments that will deliver your required returns.
Identify specific investments, products, platforms and account types that will give you the best chance of successful outcomes.
Understand how investment markets work, what drives your performance and investment success.
What are the risks you face and how to manage your expectations.
Monitor, adjust, rebalance and manage you strategy on an ongoing basis.
Make sure your investment strategy evolves as markets and your plan do.
My edge is in understanding the interconnectivity of these three areas. I put together solutions that capture the most certain outcomes for the goals you have prioritized and the things you identify most important to you.
- To see what you can expect from the process (Download)
Whether I am the right partner for you, will be determined by your needs and what service you’d value. I suggest getting in touch so we can see whether my way of doing things aligns with how you’d like to be treated and have your assets looked after.
