A client came to see me right after being told by her specialist nothing more could be done medically, it was only a matter of time. Even though it was our first meeting we were both in tears! She muttered “I hope you can help. I’ve been told by other planners there’s nothing to be…
Has anyone ever asked you your reason why? Today it was asked at a meeting and made me reflect on why I do what I do. It started decades ago when I was in banking and realised there were some situations simple banking products couldn’t ‘fix’. Some situations require much more than a simple bank account…
When you’re looking for any professional to work with, I always feel it’s important to have a first meeting with no obligation for either party to engage. For me the first meeting is about being relatable and professional all at the same time. First meetings should be an opportunity for each party to assess whether…
Recently I got a call from a potential client…one of the first things out of her mouth was ‘What are your fees?’ The thing is…financial planning is not a one size fits all situation, which means it’s not a situation where one fee fits all! Our fees are variable, with the cost of services provided…
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