- Values and goals
- Everyone has a different set of values and goals and we believe that these are the core around which your wealth plan should be built.
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You and all that is important to you
Before turning to your money, your wealth plan needs to consider who you are, what matters most to you and how you want to live your life in the future.
- Life and lifestyle
- We need to understand the life you have today and the life you’d like tomorrow.
- Family members
- Our family circumstances can have a significant impact on our finances and life, as well as our plans for the future.
- Catastrophe protection
- No matter how brilliantly conceived, a wealth plan is in jeopardy of being worthless if everything falls apart at the first sign of difficulty.