Wealth by design: Clarity. As 80% of what we do in this phase is about teasing out the Clarity you are after during a time and place in your future. Putting a proverbial flag in the ground here is how we reveal a trajectory that we follow back into this present moment that can easily be labelled, your ideal starting point.
Inheritance: Benefactors v. Beneficiaries; Family Fun v Family Feuds; and Attitudes and Insights of: Boomers, Gen X, Gen Z, Geny Y, and the generations that creep in between.
Savings: Savings, Investments, Pensions and Assets (S.I.P.A.) want to be fenced off from the liabilities, debt side of your living, breathing equation. Because simply put, assets puts money into your pocket. Liability takes money out of your pocket
3 Ds: Three Ds that many of us get to embrace sooner or later and having a plan for each one: Divorce, Dementia, Death.
Organise, then Optimise: Laying a solid foundation for increasing your wealth happens once. We then have a lifetime to optimise and maximise your wealth according to circumstance and changing values.
Meaningful Matters: If it's not meaningful; if it doesn't matter, then it's not worth investing time, energy and resources to create. Meaningful matters or why bother?