Balance: Wealth Planning

We believe that having money shouldn’t be an aim in itself. It’s what money does for you that is important. It enables you to have the lifestyle you want, to provide for your family and to have meaningful experiences. Financial planning is about much more than organising your money and finding the best investment returns… • It’s about giving you clarity about what you have, and why • It’s about having a vision of what you want and a plan to get there • It’s about feeling in control of your wealth and what it enables you to do Financial planning starts with you. Together, we discuss what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future. Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted. Our goals-based and holistic financial planning approach means we can answer important questions. That includes knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. It might sound complicated, but we make sure even the most complex of advice is clear and easy to understand. As we work together, you can expect to feel an increasing sense of clarity and purpose about what’s important to you and what you want to achieve. You will also feel a sense of relief as your financial plan takes shape and your worries fade away. We know financial planning changes lives. As time goes on, you should feel more comfortable with your finances, and confident to spend more time doing the things you enjoy, reassured that we are on hand whenever you need us. Initial meetings are always at no cost so don’t hesitate to get in touch now if you would like to find out more.