Standard Membership

Creating and protecting wealth

A comprehensive financial planning process to identify your lifetime goals and to ensure you always have the money to live the life you want to live.

The Standard Membership level is based around the 'Truth About Money' toolkit and within it we will:

  • Assess your current situation
  • Assess your 'attitude to risk'
  • Refine your 'Planned Future Vision' including:
  • Identify obstacles to fulfilling your vision
  • Plan your financial future and point of financial independence
    • The pension review solution
    • Lifetime income & expenditure statements
    • Lifetime assets & liabilities statements
    • Education plans for children & grandchildren
    • Wealth accumulation planning
    • Tax planning
    • Financial independence planning
    • Survivor provision review
    • Disability provision review
    • Long term care review
    • Estate planning
  • Implement your personal 'Planned Future Solution'
  • Conduct annual reviews of progress with your 'Planned Future Solution'
  • Update your file annually
  • Provide telephone and e-mail access to a qualified adviser

There is no joining fee for the Standard Membership. There is a monthly membership fee. Please ask us for our Fee Menu.