Why we do what we do
We believe that the real truth about money is that “life is not a rehearsal”. It’s about a purpose, not the purse. It’s the number of stories, not just a story about numbers. Indeed, we believe that “Do you have enough money?” while important, is, at best, a tertiary question. The most important question is “Are you managing your money in a way that improves your life?”
Who we do it for
We do our most vital work with people going through life transitions creating vulnerability e.g. the elderly, bereaved, those in relationship breakdown, injury, serious illness, cognitive impairment (advice to them and fiduciaries i.e. attorneys and deputies).
What we do
We give people confidence and certainty with specialist financial planning advice in relation to these life transitions and, if needing long-term or later life care support, preparing and paying for care in all care settings so they keep their dignity and independence and won’t run out of money.
As part of the journey, we walk people through the complexity of the social care system, needs assessments and financial assessments (capital and income treatment).
The advice is independent, impartial and free from conflicts of interest.
