THE ‘BIG’ QUESTION
IS ALWAYS..
“AM I GOING TO BE
OKAY?”
WHICH MEANS…
THE ‘BIG’ QUESTION
IS ALWAYS…
“AM I GOING TO BE OKAY?’
WHICH MEANS…
Have we got enough money to live how we want?
How do we avoid running out of money?
What would our perfect life look like then?
How do we prevent poor financial decisions?
Can our money benefit society and the planet?
What would happen if anything went wrong?
What sort of legacy do we want to leave?
How can we support those we care about most?
Nestbox Services
Retirement Planning
Later Life Planning
Working Together Nestbox Will Help You
Become Clearer on Where You Are Now, Where You Are Heading, What’s Important to You.
Be Confident You Are Making the Right Decisions About Money and Avoid Expensive Mistakes
Take Action Towards Your Goals and Avoid Procrastination
Be Confident You Have a Plan to Keep You on Track No Matter What Life Throws at You
Remain Calm in Troubled Times
Understand Where Your Money Is Invested and Why
Wade through the Jargon of Financial Terminology
Stay on Top of Changes in Your Personal Situation
Respond Effectively to Legislative and Economic Changes - Opportunities and Threats
Liaise With Other Professionals Where Appropriate
Find the Answers to Your Questions Today and Every Day Into the Future.
This works best for people who
Want to build a long-term plan which aims to provide security, wellbeing and excitement
Are open to being challenged about their thoughts and behaviour around money
Aren’t swayed by short-term ‘noise’ about investment falls and the latest hot news
Want their money to be aligned with their values
Want to get their finances in order, but lack the confidence to do it alone
Want a personal relationship, based on mutual trust and understanding
But it’s not a great fit for people who
Are solely focussed on investment performance
Are just looking for a second opinion on decisions already made
Expect us to predict the future
Don’t want to think deeply about what their money is for