The Truth - About Money…

We believe that the majority of Financial Advisers are not really telling their clients the truth. They are not lying. They're just not telling the truth.

The 'truth about money' is not whether "this Provider is better than that Provider" or "this fund is better than that fund" or "this pension is better than that pension". For most clients that's dull and extremely boring. However, that's exactly where most Financial Advisers traditionally focus their service - and waste their time.

But what clients really want, more than anything, is a truthful answer to the big questions. And that is the role of Vision Lifestyle Financial Planning Ltd .

Providing answers to Questions like:

  • "What do I have to do to ensure that I NEVER run out of money?"
  • "How much do I need to earn, save or sell my business for to give me what I want out of life?"
  • "When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy?"
  • "Exactly what level of investment return do I need to achieve my objectives?

And possibly the biggest question of all…

"How much is enough?"

Traditionally, most financial advisers - being too focused on products - have failed to consider, never mind answer, these questions.

It's not surprising then, that the majority of people have no idea where they are heading. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means.

Life is not a rehearsal. That's why now is the time to seek advice about your future.

Unlike most financial advisers, we haven't forgotten that our main aim is to deliver financial independence, financial security and total peace of mind.

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