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Money Compass ® – Your Quarterly Check-In

Money Compass

What’s most important to you?

We tend to think we all want different things. What we do with money is our personal choice, however, our emotions around money are very similar. We tend to all want the same things!

So if we all want the same things, how come we can end up in the wrong place?

It could be taking too much risk, not having a risk management plan, changing things at the wrong time, allowing your happiness to be dictated by numbers on statement, rather than seeing the big picture, … we are only human after all.

So when you have someone to talk to, talk things through with, someone who can simplify what’s going on and help you see through things, that could be very useful.

That’s why one of the most valuable things a wealth manager can provide, is where clients have time to think and talk things through, no rush, just calm, well thought decisions.

So when it comes to working out what’s most important to you, and the direction you’re headed for, it’s great to have someone to bounce ideas around with, a ‘sounding board’, a second opinion.

That’s because choosing the direction of travel is probably the most important thing. If you set off on the wrong heading, you’ll end up in the wrong place.

Your Money Compass ® might be taking you in the right direction, but how do you know, and how do you know your risk management and strategy can get you there?

You only get a sense of progress and purpose, if every quarter you can step back and talk things through.

And that’s what Money Compass ® does for you.