Once we have established exactly what you are trying to achieve we can then take you to the next stage by undertaking comprehensive financial planning. This is where we analyse all of your existing arrangements to identify exactly what you have already, what they are worth now and what we can safely assume they will be worth in the future - taking into account performance to date.
Once we have this information available, including a breakdown of your lifetime expenditure requirements we will then input this data into our financial planning software. This software is called truth™ and is one of the most sophisticated financial planning software available. Quite simply, it enables us to show you what your financial future could look like.
The financial planning meetings will produce a detailed statement of your net worth, we will confirm your various income sources, available now and in the future, and we will look at your expenditure requirements, based on you living the life you want to live. We will also look at various catastrophe situations to consider the effect on you and your family should the worst happen.
Then, using truth™, we will together look at various ‘what if’ scenario’s in order to identify what needs to happen to help achieve your goals (based on the Lifeplanning™ meetings). This is when most clients suddenly understand what they need to do, and why. It’s when money starts making sense. This is when clients see the possibilities available to them, now and in the future.
The Third Service - Financial Advice
