I work with around 230 family groups, in some cases helping 4 generations of the same family. You would be amazed how much we all have in common, sharing very similar values, ethics and lifestyle goals. Money is the great enabler, allowing us the freedom to live our lives in comfortable independence and occasionally creating incredible memories for ourselves and our families. It is a great privilege to be part of your lives, I take my responsibility for your wellbeing incredibly seriously.
Financial planning isn’t about money, it’s about people. We all want security, certainty and a bit of fun! I see my role as an enabler, giving clients the opportunity to make great life decisions without the fear of ever running out of money
It is important to balance our own needs with the needs of others. Arranging our financial affairs for our own benefit can also directly benefit the environment, securing not only our own future but that of our children and future generations, Ethical, sustainable investing combined with the realisation of life goals has to be the way forward.
That is why I am now actively researching and promoting solutions that maintain our environmental integrity, giving us traditional security but with an added social conscience. I hope this will be a winning combination, Momentum Amet!