Financial Planning

Aspire Lifestyle Financial Planning – A design for your life

Our Aspire financial planning process enables us to create tailored, fun, robust and individual financial plans for our clients.

By understanding and focussing on you and what makes you unique, we can begin to design strategies to give everything you do meaning, starting today!

Crossroads

Aspire can work for everybody but is especially relevant and life changing for people at a crossroads in their lives. Whether they are getting divorced, inherited money, have health issues, made redundant, starting a business or just contemplating what to do with the rest of their lives.

“A GOAL WORTH PURSUING CREATES A DISCIPLINE TO FOLLOW IT AND PUTTING ALL YOUR ENERGIES INTO ACHIEVING IT”

Aspire is a very involved process, however it is also a very rewarding and fulfilling process. Our clients have consistently told us this. As a financial planner with over 21 years’ experience I also get the same gratification and sense of achievement as we help our clients understand where they are now financially and where they want to be next year, 5 years, 10 years and well into retirement.

With Aspire our focus is multi layered, we need to look at:

You and your immediate family
Your assets, whether they be investments or property
The cost of your desired lifestyle, now, into retirement and in later life
How you fund this lifestyle? Career or perhaps already retired
Managing your liabilities, mortgages, other borrowing
Business interests
Retirement aspirations
Structure of investments, appropriate levels of risk
Wealth accumulation and preservation

For us to be able to design the most suitable financial plan and strategy for you we will need to know all the above.

Aspire isn’t all about facts and figures though. Of course, these are essential elements and we need to record them accurately.

As important are the unique bits about you. Your aspirations, the things you want to achieve, but perhaps you thought weren’t possible.

What ambitions get your heart pumping? What goals are that dominant in your mind that if you could see a clear path to achieving them you would go for it tomorrow?

Typically, there are 3 types of people, those who can achieve all they want and will have plenty of money left over, those that will be just about ok, and those that would run out of money.

If you are going to be ok, we will ensure you are protected against life’s little speedbumps to ensure your well laid plans aren’t derailed.

Likewise, if you are going to be just about ok, we will use our experience and knowledge to maximise your financial position.

For whatever the reason, if you are in the final category, this doesn’t have to be the way it has to be. Your life’s ambitions may well yet be in your grasp, but you just need a fresh set of eyes to look at things and give you the guidelines to bring things back on track.

We use a powerful combination of knowledge, technology, experience, tried and tested investment solutions, creativity and good old fashioned hard work to bring your financial future to life. To the point where everything you do financially, you will know the impact it has on your life.

Why not get in touch today to find out how you can start to benefit from the service that our clients tell us gives them Confidence, Peace of Mind and Reassurance about their financial future!