A key to successful financial planning is to identify your personal objectives, so that you are better placed to achieve them.
I have found that clients wish to set many of the following objectives. Which apply in your own case?
INCREASE my net spendable income
IMPROVE my quality of life
SAVE tax (including income tax, capital gains tax and inheritance tax)
INCREASE the return on my investments
SAVE money by using it effectively
INCREASE my expected income in retirement
GAIN peace of mind by feeling financially comfortable
REDUCE paperwork
IMPROVE my insight into present and future values of my pension schemes
INCREASE my financial security
REDUCE time spent worrying about my financial affairs
ACHIEVE financial independence
IMPROVE my business performance
SAFEGUARD my family and dependents
IMPROVE the organisation of my financial affairs
INCREASE my financial awareness
REDUCE personal, business and investment risks
INCREASE the net amounts I give to charity
We help individuals and couples, including professionals and business owners, to visualize, plan and achieve their dreams. Perhaps you have questions or concerns. We’re as close as the nearest telephone.
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