Acuity Financial Planning
Here at Acuity we do things a little differently....
Life is full of challenges and changes and it's not always easy to navigate them on your own. Whether you are entering a new chapter in your life such as retirement or you are considering a change of lifestyle in search of more meaning, we can provide you with valuable insight and information to help you overcome obstacles including many resources you will need to succeed.
Using proper financial planning and a process we call the Game Plan, we can analyse all of your assets (not just your investments) then guide you through the transition process to the lifestyle you always wanted . We understand that every individual's journey is unique, and that's why we offer a variety of services and tools to help you tailor your approach to fit your specific needs.
Please explore the following pages to discover more.....
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Taking stock of your Tangible Assets
Understanding your current financial situation is the first step to change. Knowing where you are now and what the future may look like is the starting point. It provides clarity and will allow you to make informed decisions about your future. Fear comes from not knowing if your safety and security needs are being met both now and will be in the future.
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We offer a performance review service of all your pensions and investments to kick start change. Test drive our client-directed planning application software including the worlds first open banking technology for free.
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2. Planning with a reason in mind
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Most of us don't know what we want but we all know what we don't want! And that is is to be worse off than we are right now and unable to lead a fulfilling life
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Setting goals for ourselves may seem an onerous and somewhat pointless task, but without direction and a destination in mind, we wont get anywhere, or at least not where we were hope we will.
3. Remaining on course
We all have emotional responses towards investing money and the fear of losing it far outweighs the euphoria of gains. Investment performance will be volatile at times, but the trick is to eliminate behavioural biases from financial decisions. This is where professional help is invaluable and having an understanding of what is actually necessary, in order to achieve long term goals, is key to staying on course. Regularly reviewing and evaluating both the performance and cost of your investment strategy, will keep the plan working for you over the long term.
4. and finally knowing when you have arrived.
- Life is not a dress rehearsal after all.
After a long career at work, it is often difficult to make a change, but knowing you have financial independence will give you the freedom to explore new horizons. Time seems to pass more quickly as you get older and good health is not guaranteed. Having the confidence that your capital will last your whole life and that you can maybe leave a legacy to your loved ones too, is liberating.