OK, so you have established a list of goals and objectives. Now the hard questions start – what have you previously put in place to achieve these goals. Most clients have made a bit of a start on their finances, but often in an unco-ordinated or inefficient manner. Here we begin our analysis.
We will be looking at your current mortgage repayment schedule, your salary sacrifice, your current will, the structure of your banking and your investment portfolio if you have one to see how closely aligned to your goals these things are.