Other Financial Planners

Is it just us, or are other Financial Planners obsessed with funds, yields, returns and products? Say it quietly, but the truth is they haven’t realised clients really don’t care. In fact, it bores many of you. We think a much more enjoyable way to plan your finances is to base it on what you want from life. And yes, we did say ‘enjoyable’, because why shouldn’t it be? Yes, financial products and funds are important, but only as the engine working away in the background aiming to ensure that you get what you want from life, exactly when you need it.