Developing a short term Spending Plan

The key to financial success is being efficient with your spending. The aim of this is not being overly restrictive, but instead making conscious decisions with what we spend our money on.

If you are able to identify what is important to you and allocate your income to these things it is likely to lead to a higher standard of living.

We assist our clients in identifying the aspects of their ongoing lifestyle that are most important, nominate things they would like to achieve in the short to medium term (1-3 years) as well as things they would like to achieve in the long term.

These are the things that are most important to the client; we than develop a spending plan to allocate income and assets to achieve these goals.