At the core of all financial planning are the strategic decisions we all face regularly during our lives. Decisions such as buying a new home, starting a business, when we can retire and when to pay down or to take up debt. No matter how well we all plan life throws us curve balls from time to time that cause us to have to reassess our strategies.
We help you make these big decisions bringing our experience and knowledge to discuss the pros and cons, showing you the differences between acting now or later and how to best structure your finances. It keeps you accountable and limits the stresses.
Scenario modelling and projections are tools which our advisers use to help developing strategic plans. Some clients prefer the intricate details of tables and graphical representations of the potential future, others love flow charts or a simple explanation mapped out on a white board.