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How – Thereafter

Having completed our initial process, we have only just begun… it is the starting point.

ONGOING UPDATE & IMPROVE FINANCIAL LIFE PLANNING SERVICE

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.

ONGOING INVESTMENT MANAGEMENT SERVICE

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.