The 'real truth about money' is something I am passionate about! I have found that most of my clients need to know – ‘how much is enough’ this helps them to identify, achieve and enjoy their desired lifestyle which equals financial independence so that work becomes a choice rather than a necessity. Not whether ‘this fund’ is better than ‘that fund’, or ‘this product provider better than ‘that product provider’, which can be dull and extremely boring. Clients are looking for truthful and understandable answers to their financial future. Being able to tell and show a client that ‘Yes they have enough to retire now rather than later’ is a great feeling not only for them but for me also My clients love the lifestyle planning approach – how about you?
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