Where do you want to be in the future?

Probably the most important part of what a financial planner does is to establish what is important to clients regarding both the life and their finances. To ensure that any recommendations we make are aligned with your needs, we go through a detailed process of goal-setting. Our experience is that clients initially think that they have simple goals, but this is because they are suffering from a little financial myopia – what is right in front of me is what is most important!