HOW I HELP
“The best way to find yourself is to lose yourself in the service of others.”
― Mahatma Gandhi
Financial Planning
Being able to get ahead in life is something that everyone wants, that is to put ourselves and the ones we love in the best position we can to make more possible in our lives. To accomplish more freedom in our choices, more experiences realised and the lifestyle we want to live. Together through working to understand what we want out of life, defining it and progressing towards these goals we achieve a sense of direction and purpose. This allows escape from uncertainty and the stress of not being able to provide while also stripping away fear of making the wrong choices with your money.
- Understand what you want in life.
- Work towards achieving that through wise investments.
- Monitor and alter as life changes.
Lending
Going into a new mortgage can be a daunting experience: not knowing who to trust for fear of being taken advantage of, while at the same time not wanting to go in alone. This is why having someone who can stand beside you to make sure that you are armed with the right knowledge to make the best decisions for you is so important. Choosing a simple to understand and safe way to borrow money to achieve your goals while maintaining freedom of choice of lenders is a must.
- Determine how much to borrow, and the costs of doing so.
- Compare across lenders.
- Manage application process.
Insurance
Being in a situation where your health is stopping you from being able to work is a scary time. It’s a point in our lives where we confronted by fears we may not have felt before: if we’ll ever be 100% healthy again, not being able to provide for ourselves and the people we love or even the burden we would place by being dependant on family and friends. Understanding your self-worth and responsibilities to yourself and those who rely upon you means being realistic and mature around what the future could hold. Through planning I can provide safety and relief by ensuring that you maintain your lifestyle and financial security to the best of your ability, no matter what happens.
- Understand what your risks are.
- Fill the gaps where necessary .
- Review going forward, and help manage claims.
Estate Planning
How we are remembered and what forms our legacy after we have passed, is not just what assets we have accumulated over the years of our life, but rather the abundance of our ideas, stories, fears and challenges we faced. The world would be a better place to live in if each person would leave as an inheritance, the philosophy and know-how that brought them happiness, physical, mental and spiritual health and wealth. Fulfilling your duty to allow for the smooth transfer of both material and intellectual wealth in a simple to understand way provides the security of knowing that those you care about most won’t be taken advantage of or put into a position of dependence by providing for them even when you’re not around.
- Discuss your wishes.
- Legal documents that are clear and will carry out your instructions.
- Record your life achievements.