These are indeed big events to deal with both emotionally and financially. There are circumstances that will raise opportunities as well as vulnerabilities with any of the above; a time to make sure your day to day life can be maintained with whatever may be thrown at you, and life can deal some doozies; good and not so good. This is where a Financial Adviser comes in, to help a clients’ journey throughout their life with financial advice that will build and protect their wealth putting them in the best financial position.
Often I hear people say they haven’t got enough money to worry about getting financial advice…. Nooooo, WRONG! If you need your current income then you need to at least have a conversation about your financial situation.
To make sure you can do that our first meeting has no fee and I am taking appointments across the holiday season. Start the New year by making an appointment today.
Explore some of the big life events in more detail below:
