Here is a Simple Test for You to Evaluate
If You are Ready to “Financial-Advise” Yourself.
It’s a test to see if you understand the essence of what financial planning is.
It is not about fact-finding discussions, it is not about insurance, savings or investments and it’s certainly not about commissions, fees and charges.
These are the common topics that people have in mind when they think about financial planning but that is not where the true north is.
For us, we complete the sentence in three words.
Interested to know more? Read about it in our philosophy.
Financial planning is about helping people cover the gaps between where they are now and where they want to be. These values guide our actions in helping clients cover their “GAPSS”.