The Programme

The programme is comprised of six stages that aim to guide you towards a comprehensive approach to professional financial planning. By going through these stages, you can determine your current financial standing, identify your future needs, and create a plan to achieve your goals and aspirations.

Essentially, the programme gives your financial decisions purpose and direction. It helps you understand how each financial decision impacts your overall financial situation, such as how a large gift to a family member could affect your finances in the long run if you require expensive long-term care. By considering the short and long-term effects of each financial decision, you can ensure that your goals stay on track and adapt more easily to any life changes that may occur.