Where are you now?

Our goal is for you to meet your goals. We design with you the road map of how to get there. Our first step is to find out where you are now. Where you are now is not simply a spreadsheet of your financial assets and liabilities. It starts with us getting to know you, your fears, and your priorities, your attitude to risk, your goals.

Where are you now?


Our goal is for you to meet your goals. We design with you the road map of how to get there. Our first step is to find out where you are now.

Where you are now is not simply a spreadsheet of your financial assets and liabilities. It starts with us getting to know you,  your fears, and your priorities, your attitude to risk, your goals.

Our second step is to collect financial data to paint the picture of your current situation. We aggregate all of your financial information from third-party providers, employments, expenditures and private equity investments.

Cashflow modelling is an essential tool to create the financial plan. It puts you in control and gives you confidence that you can achieve your goals. It also enables you to answer the following questions:

  • Am I spending more or less than I expected?
  • Are my investment portfolios doing their part?
  • Do I have enough money to keep enjoying life
  • Do I have an inheritance tax problem
  • Can I help my children financially?
  • Can I retire at 60?

Our assessment will help you articulate and prioritise your intentions in all aspects of wealth planning.

The Financial Plan