Financial planning should be about making your life plan a reality. At Pyrmont Wealth Management our job as Life-Centred Financial Planners is to begin our process with understanding your life plan. We start by asking you about your family, your work, your home, your goals, and the things that you value the most. Our job ultmately is to build a financial plan that will help you make your life plan a reality.
A good financial plan will show us how the choices we make today will impact our lives in the future. “Life is about making plans from which you deviate, almost always. If you are lucky, you do come up with a plan” (Kenneth Branagh). The plan is what we at Pyrmont Wealth Management are here to help you with.
When Ginger Rogers was asked how she felt about being paid less then her partner Fred Astaire, she supposedly quipped that Fred was a great dancer, but her role had been to dance not only as well as him but to do so backwards and in high heels. Her point about inequality was made with humour which is why it sticks in the mind.
One of the great advantages for a financial advisor in the preparation and discussion of long term saving is when a client grasps the pension nettle early on. With sufficient time, an adviser can draw up the kind of strategic plan that will not only deliver on its retirement income promise but also provide the client