FAQs

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

What is financial planning?

  • Enables you to fully understand your current financial position and define what financial independence means to you
  • Informs good investment decisions and ensures any investment planning you undertake is appropriate and supports you in achieving your wider goals
  • Addresses financial worries and concerns and enables you to live life well with the peace of mind of knowing everything is ok

What is a financial plan?

A financial plan is a clear written statement of objectives which is supported by a continually refined interactive lifetime cash flow model, which we call AIMS (link), which helps you to set goals and map out a plan to achieve them.