Financial Lifestyle Planning
Managing your money can be a daunting task and it can be difficult to know where to start. We believe that it starts with discovering what’s really important to you in life – whether it’s your family, your business, the simple things of life or exciting goals that you have for the future.
We offer a ‘Financial Lifestyle Planning’ service following Tim’s specialised training to become a Kinder ‘Registered Financial Life Planner’®.
We understand financial life planning may not be for everyone but we often find that few people realise the benefits until they start the process – we consider it is really important that we understand you, so we include this benefit as part of our service. Financial life planning along with our other services such as cashflow forecasting and wealth management allows for a very complete, integrated approach and our clients tell us it is something they really value.
“Higher quality advisers are embracing the idea that client service comes first and really believe in ‘knowing your client before you give advice’. That is what life planning is about. We are at the forefront of that.”
George Kinder – Author of ‘Life Planning for you’