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.
The fee for this service is £2,500.
If you’d like to find out about this service please do contact me at firstname.lastname@example.org. 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.
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I was lost in a minefield of options, and rather ignorant of how the financial world works. Mary was invaluable with advice on what to do, explaining things, so that I understood fully what would happen to my money and investments. Mary was understanding and did not make me feel inadequate needing help. I now feel secure and my mind is put at rest with Mary’s expertise
- Ruth Dellow
Mary listened to what I wanted. I did not once feel overwhelmed with financial jargon or pressurised to go in a direction I did not want to. Mary has high integrity and strives to do her best for her clients because she actually cares about them.
- Caroline Crowhurst
Mary’s advice is so down to earth and straight forward that I feel I am at last getting to grips with my finances. She explains everything without technical jargon and I always know I can ask any question without feeling it’s a foolish question. Her service is absolutely amazing.
- Dr Diane Keith