Wealth Compass Review
Do you often wonder “How much money do I need?”
Having a definite number helps to see how near or how far you are from this number, and whether you’re on track for what you want to achieve.
But of course, it’s not that straightforward.
If you’re a female aged 65 and looking to stop work in the near future, you will need a different amount saved to someone who’s 55 and looking to stop work now. The younger woman will be drawing against her savings for 10 years longer and therefore needs a bigger pot to start with.
If you’re aged 60 and lead a reasonably lavish lifestyle with a number of overseas holidays, and a lot of socialising, you will need a different figure to a woman of the same age who enjoys holidays in the UK at a basic bed and breakfast and has a much more modest lifestyle.
The amount you need is fully dependant on the lifestyle you want to live in the future. The younger you are and the more lavish your ideal lifestyle, the more you will need.
So, sadly, there isn’t a one size fits all answer to the question “How much do I need?”.
As ever, the answer is “it depends”. It depends on your age, your lifestyle, your priorities, your values, whether you want to leave a legacy on your death or whether you plan to spend it all, and many other things besides.
The Wealth Compass Review service helps you understand the options available to you and understand the lifestyle you can afford, as a one-off service.
The review covers:
- Where are you now?
- Where do you want to get to?
- Are your finances on track to achieve this? And if not, what can you do to improve the situation?
This case study shows you in more detail what is covered.
Fee
The fee for this service is £2,500.
Next Step
If you’d like to find out about this service please do contact me at [email protected]. We can have a no-obligation, confidential phone call to discuss whether the service is appropriate for you and whether we would be a good fit to work together.
I look forward to speaking with you.
