Where does it all go?
- You make good money but it all goes somewhere
- It feels like things work out ok but you have a suspicion they could be great
- You know you could retire early if you planned for it but you’ll get to that later… maybe
Many of my clients sit in this boat and so we have fine tuned some tools to attend to something quite important – your money. A new add on to our service is our financial mapping.
Once you know, you know
Remember the old days before google maps – you would get a map out and know exactly where you want to go. But if you were stuck in a new town – you would have to work out where you were first.
So many people tend to approach their finances in the same way. Setting unrealistic goals without taking a peak at what happens now. So we start with your current spending and model what changes can do to the future.
When time is on your side and retirement is far away on the distant horizon, it feels like you relax on the planning. But actually this is exactly when it is easier to make small tweaks that snowball.
Supercharging our advisers
Technology has meant we can get better at giving our clients more insight.
Our approach:
- Spending explored — We can help you categorise your spending.
- Cashflow modelling — Once we have things anchored in reality we can model what time will do
- Human advisers — Checking out the impact of changes is where it gets interesting – adding an investment property or changing KiwiSaver funds
Book a chat today
If you are an existing client – ask about me if this complimentary service is still available to you for free.
