about kind wealth.

first, we get to know you

• We will meet with you to understand your current situation, as well as understand your goals and aspirations. At this stage, we build a very detailed picture of where you currently are, and where you would like to get to, so that we can help you achieve it. After all, if we do not get to know you at this level, how can we build a plan for you to achieve it?

next, we create a plan to achieve your goals

• We offer you evidence-based and personalised recommendations, that build on your current plans using our robust research capability. We investigate different financial scenarios, so that you can be confident in achieving your aspirations

then, we put your plan into place

• Most of our clients then ask us to put their plan into action. We’ll contact your providers on your behalf and ensure any agreed changes are set up correctly. And as you’d expect, we’ll keep you updated throughout the implementation phase, and let you know when it’s all done, saving you the time and effort of doing it yourself

finally, we have regular progress check meetings

• Life doesn’t stand still, so neither should your plan. Our ongoing service and progress check meetings allow us to check that your financial plan remains on track. We will review your progress towards your goals and whether there have been any changes in your life that require a tweak to your financial plan. There are external factors too, such as changes in law, tax or the economy, that may mean that we need to make some changes to your financial plan