Importance of financial planning

As we go through life we experience many significant milestones, from starting a job to buying a first home.

Our finances play an important role in the key stages of our lives and can help us to achieve some of our goals.
So, it makes sense to have a financial plan. For some people, money is a topic they do not understand well and so the easy option is to do nothing and hope for the best.
The better approach is to take control of your future and make financial planning a central part of your life.
One important question is how much will I need when I retire? The chart below shows the estimated retirement income amounts from Retirement Living Standards.

As financial planners we will ask you to share a vision of what you want to achieve and we will assess what matters most to you. We will then, skilfully and sensitively, use these personal and emotional ambitions to create a clear financial plan.
This will help you to visualise your progress towards your long-term goals and also understand the effect unexpected circumstances could have on your finances.
In short, it gives you peace of mind that you are building the personal and financial future you deserve and want.

Want to know more? Let's have a chat.