Where are the gaps in your financial plan?
This is where we really earn our money. We complete a detailed asset and cash flow model to allow us to analyse and identify any shortfalls in your existing strategies. This allows us to consider ‘what-if’ scenarios that eventually lead us to be able to make the best possible recommendations to you.
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“The gap analysis component of this process ensures that you can see where the key issues are, and allows us to see the best ways to deal with them. We apply any rules and regulations that may be exploited to maximise your income and legally minimise taxation to get the best overall outcome for you.”
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It may be necessary to evaluate your priorities now to determine which goals are attainable and which ones may be challenging. We at My Wealth Choice are here to assist you in avoiding the common psychological bias where clients tend to prioritize the "next" goal rather than what is truly important the long run.