Your journey to our website is likely to have started with a question.
‘When can I retire?' 'Can I leave money to my children?’ ‘What should I do with my pension’ ‘Should I cash in my pension’ or ‘Where should I invest?’
But put those questions aside for just a moment. Forget about all the technical stuff. Turn off the Internet and close your spreadsheet. Forget about cars, houses and money and ask yourself what you’re actually trying to achieve with all these things. Think about what a good outcome actually looks like.
We bet that your answer will involve having ‘enough’ but that ‘enough’ can be very elusive. In reality all these technical questions you’re asking really boil down to:
Big Question 1: Do I have enough?
Big Question 2: Will I always have enough?
But how do you work out what enough is? Well, that’s where we come in…
We’ll work with you to work out your ‘Enough for what?’ which includes all the things that make you happy, less stressed and able to enjoy the money you’ve worked hard for. Then, when you don’t need it anymore, we’ll help you put the plans in place to make sure it goes where you want it to.