A lot of people fall into the trap of thinking they need a squillon dollars sitting in the bank before they seek financial advice. This couldn’t be further from the truth. Your money and other assets only form part of the equation.
It’s the conversations that the process allows us to have that shows the true value of engaging a financial advisor. What does a life well lived look like for you and your family and how can we use the money, assets and income streams that you have to make that happen?