We have all coming through the most challenging period in our lives, where we have been tested like never before and for some making big money decisions have been hard.
As terrible as this has been, this is what advisers have trained for, it has been our Olympics, as never before have so many people needed our help, guidance or reassurances.
The numerous lockdowns have made more of us consider our work-life balances and that lure of early retirement being ever more attractive, but where do you start to look at this?
One option is the DIY approach which can work, but potentially this could be fatal if it goes wrong..
Imagine outliving your money? now there is a thought ........
So go and seek help, it's easy, or is it?
The financial profession is filled with white noise which produces endless confusion as to where to turn.
So many advisers, so many options, so many charts, so many graphs, where do you start?
Having a financial product without having your defined financial life plan will end badly, and having a financial life plan and not sticking to it will end in disaster.
My role is to remove the “confusion mist” and develop your long term financial life plan which answers your life’s most important questions.
Am I going to be ok ? Will my family be ok ?
When I retire, can I live the life I want ?
The natural human behaviour is to run when faced with adversity, and despite the “fortune-telling advisers” out there, I’m sorry to break this to you; but markets will fall that is a fact!
However, market falls are temporary, but market gains are permanent, so that’s where working with a Financial behavioural mentor comes in.
I keep you calm when it’s most needed, and make sure you keep to YOUR financial life plan.
My passion is to stop human nature from kicking in and YOU from making the worst financial decision in YOUR life.
Long term financial success isn’t about investment performance it’s investor behaviour.
This proven process alters “YOUR retirement” into “ YOUR reinvention” and this can lead you to live your later life to its fullest.
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