Some of us are lucky enough to attain ‘financial independence’ – to have enough to choose what we want. While there is always some luck in attaining any type of goal, planning is the primary factor, and, whether you want to retire or not, everyone wants the freedom to choose.
There are people who would happily work for less money but be doing something they love. Others would stop work tomorrow if they could, and spend time travelling, or with family. Prior to starting the planning process, we invest an hour of our time to get to know you, to understand your unique needs. We explore your special perspective during our meeting and construct an investment strategy built around your expressed needs and desires.
Our investment of an hour of is provided with our compliments. Your future is worth planning for.