In this article, we break down our Financial Freedom service into its 3 stages and share some direct quotes from our clients as they progressed through the service.
*All quotes below were volunteered by genuine clients and have not been edited
Stage 1 – Initial consultation
In the first meeting, we carefully gather the information we need to run our calculations.
Retirement can look very different for different people. To ensure that we provide results tailored to our clients’ unique circumstances, it is important for us to understand not only their financial position, but also the hopes and aspirations they have for their retired lives.
Stage 2 – Presenting the baseline results
Meeting 2 is where we present the results of the clients’ baseline scenario*. We talk through what they can safely spend in their retirement, where their retirement income will be sourced from and much more.
*The baseline scenario is a summary of the events that are most likely to take place in the modelling period.
Stage 3 – Exploring chosen scenarios
We’ve found that, upon receiving their baseline results, many ‘what-if’ questions immediately pop in to our clients’ heads. “What if we retire earlier than planned? What if we work part time for a few years? What if we travel for longer or help the kids with their weddings?”
Meeting 3 is set up to answer these questions by re-running our calculations for up to 3 different scenarios.
Final thoughts
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