“How do we manage our assets to remain financially independent?”
Careful management of your assets is vital if you are to remain financially independent and then leave a satisfactory legacy on your death.
That starts with a clear understanding of the income and capital you need to live your chosen lifestyle, coupled with a comprehensive understanding of the assets and income streams you have available.
Using sophisticated financial planning software, we then produce a plan to model the most efficient way matching your income streams and assets to your requirements. The model is then stress tested, by considering different scenarios, for example the need for care, as well as changes to the economic environment, such as an increase in the rate of inflation.
Finally, our investment philosophy, based on decades of the finest global academic research underpins your financial plan, with the aim of providing the returns needed to make your aspirations a reality.