1 Life – That is how we always find ourselves starting meetings. We start this way because knowing your big picture is far more important than your investments, the purpose of your wealth should be to serve this big picture. Once we understand and help you develop this picture, we find complex decisions become easier to make. All decisions should be made with a view to maximising the probability of achieving these goals.
With this big picture in mind we will help you understand the options you have available and provide you with the insight you need to make informed decisions. You may only retire once, but we have helped hundreds of clients retire and know the hard decisions they will face, both personal and in relation to the complex financial world. We know from our experience your goal posts will be moved by your own life, values, objectives, health and family relationships, whether you like it or not. On top of this the government is always changing the rules of the game. Retirement is a journey not a destination.
Along this journey we will be your partners to help navigate the changes in your life, legislation and investment markets to ensure you have the best chance of achieving all that is important to you. Priority 1. Life