About You

Our Promise to you

 

We’ll prepare a detailed Lifestyle Financial Plan for you which will map out how you can achieve the life you want and always have enough money. We’ll work with you year after year to make sure you stick to the plan taking into account the changes to your finances and your goals that will inevitably occur. Using the latest financial planning software, we’ll plan your cashflow for the rest of your life. We’ll help you grow your money over the decades to ensure you never run out of money. We’ll always tell you the truth and we’ll let you know if we can help you and if we can’t.

Understanding your current financial position

Understanding your current financial position

We’ll create an iQ Financial Lifestyle Financial Plan to give you clarity on exactly where your finances are going.

Help you identify your goals and desired lifestyle

Help you identify your goals and desired lifestyle

What life events will you need money for? When do you want to work less? Would you like to work less and travel more? What people or causes do you want to provide for and why?

Planning decades ahead for peace of mind and confidence

Planning decades ahead for peace of mind and confidence

You’ll be able to see (easily and graphically) what your long term cashflow and assets will look like. You can easily look at different options to gauge the impact on your finances. You’ll make better decisions.


You should get excited about having a financial plan that will help you live the life you want and have confidence that you’ve stacked the odds in your favour



Sign up Sign Up for our Newsletter on Financial Planning