Financial planning for professionals so you build long term wealth while still living a great life now. Not your typical I.F.A.😀 Creating thinking environments to inspire action. WEALTH BEYOND NUMBERS. DM me to chat.
It's difficult to see our own blind spots (hence the name) You may have some of the basics in place or think have everything sorted. As your wealth continues to grow financial planning becomes more important and even small tweaks can have massive impact. To ensure you understand your own blind spots you may need an objective third party who can challenge you. Either way these are just the areas I would consider even as a high net worth individual. Disclaimer. These posts are not financial advice which needs to be based on your individual circumstances. Investments & pensions go up as well as down, and you may get back less than put in. Past performance not guide to future investment performance either. Your investment strategy should match your risk appetite. Speak to a trusted Financial Planner if need advice.
