Our first priority is to get to know you and understand what’s important to you. We’ll ask about your family, your career or business, your interests and aspirations and your journey so far. We need to know what keeps you awake at night but also what gets you out of bed in the morning!
We’ll build an interactive lifetime cashflow model – your ‘AIMS’ model – which gives you a visual representation of your world and everything in it. Under the bonnet there are lots of moving parts that enable you to play ‘What if?’ and then make decisions in context.