Our team enjoys meeting clients, discussing important subjects, and answering questions whenever possible.
Although we’re a financial planning company, we often discuss a range of other subjects that are top of mind with clients. These can be quite varied but always tend to be at the intersection of family, money, and life.
Here is a small sample of issues raised and questions asked over the years:
- Will my investments be ok after the General Election?
- Can we afford to send the children to private school?
- Should I invest in Bitcoin?
- How should I save for my children’s future?
- Should I be worried about investment charges?
- How do we teach our children the value of money?
- Should we buy a second home?
- How will the new tax regulations affect my finances?
- Should we help with the cost of our grandchildren’s university fees?
- Will mum be alright financially when dad dies?
- Can I afford to switch careers?
- Where should I invest my inheritance?
- Can I afford to help the children buy a house?
- How much should I have in my pension?
- Should I have a will?
- How much money will I need in retirement?
- Should I have medical insurance?
- How much should I sell my business for?
- Should the children get equal inheritances?
- Should we downsize?
- Can I afford to retire?
- How will I fill my day when I stop working?
- If we retire abroad, will I get to see our grandchildren grow?
- Can we afford that ‘bucket list’ trip to Australia?
- How do I minimise inheritance tax?
- Will my family be ok when I’m gone?
𝗥𝗲𝗮𝗹 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗺𝘂𝗰𝗵 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 ‘𝗿𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱𝘀’.
If you have a burning question you’d like us to answer, get in touch—we’re always here to help.
