- Should I take a loan out or save up to pay for my next purchase?
- We are saving, but have no big goals, what should we be doing?
- Pay down my mortgage or increase my pension?
- Increase my pension or start investing?
- What are the risks to my finances?
When it comes down to it, personal finance is about decisions, what to do with your money. For many, trying to make head or tail of what you should be doing, and how to prioritise what to do now and next, is enough to make your head spin.
Our Financial Check Up is a short 1-hour, top level review with our Financial Planner to discuss your money, your future and importantly what your options are. We will then give you a written review and recommendation, advising what to prioritise, what to avoid and why.