Your plan is created from your vision and built on your current circumstances.
Step 1
Find what’s important to you and your family.
Step 2
Build your wealth around these aspirations.
Step 3
follow your plan.
That all sounds very simple, but most plans often never get past step 1.
Citypoint Wealth have a deep understanding of this process and how to guide you to through the maze of financial products and investments, tax and legislation designed, it seems, to make life more complex than it needs to be.
To make your vision real, you need to mobilise all your assets to work in the same direction with a plan strategically developed round your goals.
In practical terms this means you will have your key objectives and a road map which strategically outlines the initial plan and the step-by-step process to get to where you want to be, and beyond.
Reaching your objectives starts with understanding where you are right now and utilising the opportunities in front of you. We will help you maximise tax breaks and investment possibilities that will hopefully, help you achieve the aims and objectives you aspire to, making your life full and rewarding.
Our first question to clients is, tell me about yourselves and how you got here?
We’re not just being nosey, having a solid understanding of our clients’ background and how they got to where they are is basic to the process.
The next question is often more difficult, what are your hopes and dreams? It’s not easy deciding on your essential life goals.
Often the first answer we get is ‘I’ve never really thought about it!’, don’t worry there are no right or wrong answers and usually writing them down is a great place to start.
The answers to these 2 basic questions are the foundations, if you like, that your plan will be built on.
Your plan is created from your vision and built on your current circumstances. This leads to initial recommendations setting your assets and wealth in the correct path to achieving your objectives.
This then establishes a roadmap for regular review and revision of the plan as ‘real life’ gets in the way and moves the goalposts.
No plans are set in stone and as your life changes so will our recommendations and investment solutions.
We use detailed Cash-Flow analysis to help you understand where you are on the path to your financial nirvana and help you ‘game’ any changes corrections along the way.
