Our team of industry experts can help you identify areas for development in your financial situation and suggest practical initiatives you can implement to help you to successfully drive your finances into the future. In addition to our Comprehensive Financial Planning service we offer the following services:
Life events such as changing jobs, moving house or retiring can trigger changes to your overall financial picture. Our team of experts can help you stay on track to reach your financial goals by combining financial expertise with innovative analysis software to keep your finances on track. Contact us to find out more.
Creating a Family Balance Sheet provides and overall snapshot of your wealth by calculating your total liquid assets, large assets and investments and balancing them against what you owe. This is a great starting point for making a plan to build, manage and protect your wealth. (this box link to family balance sheet from wealth plan - pdf - word doc from John)
We use graphic visualisation to chart your income, assets and liabilities throughout your lifetime and show you the impact of small changes. We anticipate bumps in the road and use "what-if" scenarios and show you graphic visualisation of their impact on your future goals.
Creating your own Wealth Plan helps you to see how your future wealth progresses by projecting your cash flow forward into the future. We can then advise you on the steps you will need to take and create a robust wealth plan to give you future peace of mind.
Find out more and watch our video of how the Lucas Wealth Plan works.