How – Thereafter

Financial Life Planning is an ongoing process. By subscribing to our Update & Improve ongoing service – Full Skippering – your working plan is revisited either annually or biennially in a meeting to update & identify improvements, discuss tax planning & your other assets, deal with your life’s balance & goals, and generally keep aligned to your changing life. You will also have access to your planner through the year.

To ensure a full, holistic service we are looking to provide ongoing investment management of your portfolio & regulated investments (often at a significantly lower cost than your current provider) to check ongoing suitability and make any tweaks required to keep it aligned to your changing financial life.