Reassured – feeling secure and at ease about your plans for the future, both in the financial and non-financial sense.
Informed – you understand what’s possible with the wealth you have. The mystery that can exist around your money, has been removed.
Confident – in the choices you’re able to make, the lifestyle you will choose and the adventures you will have.
Happy – you’re clear on the steps you can take to ensure you experience a fulfilling retirement.
We combine these elements in your journey to a RICH Retirement™.
Our structured approach allows you to see what’s possible, while our support and guidance enables you to achieve it.
Your journey to a RICH Retirement™
Discovery
The focus of this meeting is on getting to know each other and for us to find out what’s most important to you. This is vital to ensure the plan we build for you captures this, so we can bring your money into line with that. It’s also an opportunity for you to ask us any questions.
We ask people to allow a couple of hours for their Discovery Meeting.
Proposal
This is a short meeting for us to outline what we’ll do, where you’ll be as a result and the corresponding fee for this.
Fact Finding
This stage is to fill in any blanks we have in your financial data that will be necessary to build a plan that’s bespoke to you. It can involve a conversation as this may be the quickest and easiest route to sharing your information. Our aim is to make this as easy for you as possible.
Your Big Picture™
This is the meeting where we present Your Big Picture™ financial plan. This is your financial forecast where we’ll explore a number of different scenarios. This will give you confidence and allow you to make clear choices for your future.
We’ll also give you our high level view of whether your existing financial arrangements give you the highest likelihood of achieving the retirement you’re looking for. We allow a couple of hours for this meeting.
Getting you organised
Following Your Big Picture™ meeting, we can move on to the next stage where we work out how to get you from where you are now, to where you want to be, factoring in the choices you make.
If there are any adjustments necessary to your existing financial arrangements, we’ll prepare a detailed Recommendation Report explaining this. We’ll meet to go through the report together, immediately addressing any questions you have.
Planning
As an established client of Life Matters, we work closely with you to keep you on track. It’s an opportunity for you to update us on what’s been going on for you and any changes in your thinking. As well as making any necessary adjustments to Your Big Picture™ and identifying all financial planning opportunities available to you, we’ll also doublecheck you’re living the life you told us you wanted to.
This meeting is usually annual and we allow a couple of hours.