Web Analytics

An introduction to financial planning

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period.

Then, both you and the planner will imagine and view how that future life will look and feel, today. If anything doesn’t look or feel right now, you still have time, if you plan, to change your future.

The Plan will likely involve a period of saving and a period of spending. It’s a very creative process and no two Plans are the same.

When you have a Plan that looks and feels right and encompasses the rest of your life, you’re are then free to live each day and to focus on the present.

More Blog Posts

Copy here introducing the client stories section and examples of testimonials

The limitless potential of a financial plan

“We want you to show us the art of the possible Tom.” If there was one line that could help summarise WealthMap it’s that. This came from some clients who have recently gone through the WealthMap process, but the idea of ‘the art of the possible’ dates as far back as the 19th century.
Learn More

Is now a good time to invest? I don’t know

Is now a good time to invest? Ask a wealth manager this question and they’ll turn on the charm. Invest your money with them and anything is possible. Meanwhile, trustworthy financial planners will utter the same three words: “I don’t know”.
Learn More

A Cautionary Tale of the Billionaire Who Knew the Price of Everything but the Value of Nothing

Hetty Green mastered the art of building wealth, but missed the opportunity to live well with it. 
Learn More