Free Financial Assessment-UK Residents Only
Your journey to financial peace, stability, independence and freedom starts with you knowing where you are now.
The journey of a thousand days/weeks/years start with a step. For you to effectively embark on a financial journey that leads to success, you must start with knowing where you are before you start the journey. To navigate to you financial destination you must know where you are and map out your plan to the destination.
To do this , you do need a financial assessment which you can approach financial institutions and they will provide the service at a fee between £500- £750.
However, because we help families and individuals that are very serious about their financial well , this is a service we offer FREE .
What do we do?
We share financial information that every family ought to know and scoop your family / individual information which is processed to give you or your family/individual a 10 page financial report FREE.
- Your Goals and Dreams
- Financial Position NOW
- Net Worth( Assets – Liabilities)
- Retirement Fund Need
- Debt Freedom plan( If you have debts)
- Protection Needed (If applicable)
- Information for a Financial Sturdy House