Future you wealth plan
It’s great to enjoy life now while you are in it. But you also need to keep an eye on your future. Because we reckon you want to squeeze every ounce out of those 80 years of average life expectancy (83.5 if you are female – how’s that fair?).
Whether you are wanting to live it large in 'retirement' or you want to help out those pesky kids or you need some financial security, you need to use the means you have now to secure your future.
Our Process
- We measure your current level of wealth
- We understand your lifecycle
- We work towards targets that you set around age to reach financial freedom
- We calculate what assets you will need at that golden age
- We measure the gap between current wealth and ideal future wealth
- We put a plan in place to bridge the gap with annual reviews in place to monitor progress
