The Seven Principles
Of Life Centred Financial Planning
Life’s not a rehearsal
We all know this, but we often get busy and forget.
We will remind you of this often and inspire you to do stuff now while you still can!
We realise
Our purpose is to help you get a better return on life, not just a better return on your various investments. Your money and your investments must serve your life, not the other way around.
Your life at the centre
We will keep your life at the very centre of our conversations, not your money. Until we know what’s important to you, how can we possibly advise you on your money?
We think differently
We aim to do the complete opposite to most financial advisers. Our aim is to help you understand the truth about money.
Please understand
Proper financial planning has nothing to do with financial products. These are things we use, if necessary, after we have created a financial plan.
This means
Financial products are important, but they are not the focus. They are simply tools to help get the job done.
Always remember
The latest new fund or ‘best’ financial product will never change your life. Proper Life-Centred financial planning, delivered year on year, definitely will.