Creating a balance
“95% of wealth creation comes from your behaviour.
5% from your investments”DNA Behavior International
Successful wealth creation comes from a deep understanding of who you are and what governs your decision making.
Mostly our attitude to money is influenced from an early age. Little comments we hear from our parents and grandparents about scrimping, saving or not being able to take it with us.
Next we learn behaviour with money through our work, our relationships and other external influences. We each have a very unique make up. Our own financial DNA. It’s only when we start to look from the inside out and learn your true wishes from life that we can start to put the right financial structure in place and create the balance you need.
Our inside out life & financial planning
- Starts with you, your needs, your wishes, your passions
- Then your money, your assets, your investments, your tolerance to risk
- We document your goals and ambitions
- We consolidate all your financial details
- We undertake cash flow modelling to see what needs to happen, what’s possible, what’s not
- We prepare a financial plan, mapping out how we can achieve your goals at minimum risk to you
- We optimise your wealth by minimising investment costs and efficient tax planning
- We review regularly to make sure you are on track
- We keep talking. It takes time to achieve a balance.