TRUE Financial Planning

TRUE Financial Planning is the essence of what we do at Capital Growth Solutions. It’s not about selling you an investment or a pension. It’s about helping you identify your goals and then make sensible decisions about how to achieve them is a partnership. By understanding what is important in your life, we put together a sound financial plan for you and help you implement it.

We don’t take a commission. Our services are based on the time we spend with you. At the end of our first, no-obligation meeting, you decide if you need the services of a consultant, a coach, or a mentor. This will depend on how much of the planning you feel comfortable undertaking yourself.

Perhaps you won’t need us at all. But if you do, the time required to build your plan will depend on how simple, advanced, or complex your needs are. We estimate both the minimum and the maximum cost involved.

When you are happy with these proposals, we will sign a client agreement that sets out the process in detail. Based on an industry best practice basis, you will then know what to expect of us and recognise the level of involvement we expect from you.

By planning your finance to meet you goals you will

    • have much greater confidence in where you are going in life.
    • reduce your stress levels and start to enjoy life more.
    • gain control and peace of mind through knowing you are on track to realise the future you want for you and your family.

Contact us for an objective assessment of your goals and current plans and let’s see if we can help you.