Our first priority is to get to know you and understand what is important to you.
We’ll ask about your family, your career or business, your interests and aspirations and your financial planning journey so far. We need to know what keeps you awake at night but also what gets you out of bed in the morning!
Then we’ll review where you are now and where you are heading.
To do this we’ll build an interactive lifetime cashflow model – your AIMS model – which gives you a visual representation of your world and helps you make informed decisions about the life you live, now and in the future.