Case Study One

YOU’RE A SUCCESSFUL ENTREPRENEUR WITH A YOUNG FAMILY: ASSET RICH BUT TIME POOR

YOU STARTED YOUR BUSINESS BECAUSE YOU LOVED YOUR WORK, BUT YOU’VE FOUND THAT IT’S NOW BECOME A WAY OF LIFE SO YOU WANT TO SPEND MORE TIME WITH YOUR KIDS AND ALSO GIVE YOU SOME ‘ME TIME

We’ll take the time to understand your current lifestyle and your future aspirations. We’ll offer clarity by calculating whether you have enough to last for the rest of your life. Our lifestyle planning process will help identify things you can do to make sure you spend less time in the office and more time with your family and pursuing your own hobbies and interests.

We’ll then design an investment plan to fit these goals, giving you the freedom to take the family skiing or on a beach holiday – safe in the knowledge that everything’s taken care of at home.

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