The Five Big Questions

Financial Advice Questions

With over 30 years’ experience in personal Financial Planning, we’ve helped many clients get exactly what they want out of life. We’ve also noticed that with very few exceptions, the same questions come up in consultation, time and time again.

After just one or two meetings with us,  we aim to ensure that you’ll have all the answers you need. And only then will you have a clear picture of what your future holds.

1. How much do I need to earn, save or sell my assets for to ensure I get what I want out of life?

2. How can I ensure that I never run out of money?

3. At what point in time can I afford to stop being a slave to money and start doing exactly what I want?

4. What level of investment return do I need to live my dreams?

The last and final common question is the biggie:

5. How much is enough?