We help you by guiding you through the maze of tax, money, business, investment, life so how you can understand systems and the procedures, so you can dictate the outcome you want. You need to be prepared to do what it takes. It is really important that you understand what is happening and why it is happening. Then you put yourself in a position where you can think about the situation and you can act with resolve. Ensuring that you have the same information is important because you do not want to be getting more or less than what you are entitled to.

Investing: to many of us this word has different meanings and of course, different expectations. We wondered what the effect of “Donald Trump” as president would have on the markets, and effects of the UK leaving the EU. What most of us do not think of is where we are actually putting our money. If I put it in cash, what does that really mean? How can I get a better return here? Why is the return better? There are so many hidden questions that we need to be aware of when we are making our decisions. Understanding what you are doing and why, allows you to rest a little easier. Asking more questions can give you better clarification.

Strategy: Developing your plan and making sure that you understand what the possible results may be, is a crucial part of strategy building. The first thing when looking at different strategies is actually knowing that there are options and what those options will give you. There are some important questions you need to ask yourself when starting on this exercise:-

  1. WHAT do I want from my money?
  2. What do I want my money to do for me?
  3. What is my timeframe?
  4. What is important to me?
  5. How do I want to live my life?
  6. What do I want?
  7. What time can I use to learn more?
  8. What do I need to learn?
  9. What tools are available to me?
  10. When do I want to start?
  11. Do I want help?

All simple, and all do-able, but what I have found is that most of us live day to day and taking time to evaluate our current position in light of the outcomes we would like is not in the ‘awareness zone’, so it is not done. We glide through life trusting that it all works out fine. I have found that is not the way it works. We need to work out what we want and then work out how we will get there. It takes both thought and action.

Strategy, Action, Evaluation, Change, Working together, combining skills, combining knowledge, imagine where you could be 12 months from now. The team is the thing.