Financial Advice 101

0:00
[Music]
0:08
so anyone who's looking to improve their
0:10
financial situation we work with people
0:12
who are trying to grow their wealth um
0:15
or are already wealthy and looking to
0:16
protect their wealth so it's all about
0:18
you know getting you from where you are
0:19
now to where you want to
0:23
be Financial advice involves basically
0:27
Discovery session where we understand in
0:30
your overall financial position and then
0:32
we help you um determine what financial
0:36
goals that you're looking to achieve and
0:37
that could be in the areas around um
0:40
Building Wealth understanding whether
0:41
your mortgage is structured well we also
0:43
deal with investment properties personal
0:46
insurance is protect your
0:49
wealth so we typically meet online uh as
0:53
as the first sort of meeting we service
0:55
clients up and down the country so from
0:57
right up north to uh to to down south
1:00
yeah happy to meet in person as well
1:01
we've got officers in Christ Church and
1:06
Oakland whenever you're ready is what I
1:08
would say but the best time to start
1:10
this stuff is now um you know a lot of
1:13
people leave things a little bit too
1:15
late and the more time we have on our
1:16
side uh we can you know use that to
1:18
improve your situation because creating
1:20
wealth is not something you can just do
1:22
overnight you need a plan and a strategy
1:24
and it takes
1:26
time if you're looking to improve your
1:29
situation make make sure that you're
1:30
actually on track for that retirement
1:32
goal if you want to buy yourself a boat
1:35
a batch ensure that you've got enough
1:37
funds for your overseas holidays then
1:40
the best time to to meet is with us now
1:43
and and so we can help you work through
1:45
that and make sure that you're actually
1:46
tracking
1:47
[Music]
1:50
okay so I'd say don't overthink it uh
1:52
you don't have to know everything on day
1:54
one uh just reach out to our team uh
1:56
Google become wealth it's very easy to
1:58
follow the website read some of our
1:59
articles call if you want to do a bit of
2:00
preparation work uh then I we'll take it
2:02
from there get in touch with us today we
2:05
offer a 30 minute no obligation free
2:08
financial health check and we can get to
2:10
understand what your overall position is
2:13
and um for those that are in the dfss C
2:15
A and C schemes we offer free financial
2:18
advice you've got nothing to lose get in
2:20
touch today
2:26
[Music]