For a change in your circumstances
Your circumstances changed. Make sure your plan does too.
Redundancy, a career change, selling a business or property, a separation: whatever changed, the plan you had before probably doesn't fit anymore, and it helps to work out what you actually need before deciding what to do about it.
Request a free discovery sessionBefore you commit to anything, get an independent plan built around where things actually stand now, not where they stood before.
I’m Luis Silva, a licensed financial adviser (FSP1009370) working independently, not for a bank, an insurer, or a fund manager. Let’s work out what’s actually changed, and what that means for your money.
What this looks like in practice
- A full picture of where things actually stand now, not where they stood before
- Clarity on what you need from your finances next
- An independent read on the gaps, risks, and opportunities the change has created
- A written Statement of Advice, built around your new circumstances, to Financial Markets Conduct Act 2013 standards
- A clear answer on whether any product is actually needed
Your circumstances changed. Has your plan kept up?
Start with a free, no-obligation discovery session.
Request a free discovery session