Why About Retirement
From ASIRE to About Retirement
New business name – The same quality & caring advice
I spent over 15 years working for different financial institutions, trust offices and boutique practice, but since 2014 I managed to build my own consultancy with passion, empathy and a sincere desire to assist, believing that everyone deserves a helping hand to fulfil their life dreams.
Originally named “ASIRE Financial Planning” with time progressed to specialised About Retirement consultancy business, assisting clients to reach their retirements goals.
Talking to a stranger about money and your future plans can be difficult; it is a similar experience to visiting a doctor when you are suddenly asked to disclose all your private information. It can be daunting and frightening. But it is very important that you feel comfortable talking to me about your private financial issues. It is also necessary for you to feel that I am the right person to help and assist you in building a long-term financial plan to reach your future goals.
So, to make things a little bit easier for you, there will be no cost to you for our first meeting – it is on me.
If we are both happy to proceed further, I will advise you of the next step and of any associated cost from that point on.
How Financial Planning works
First Contact
First meeting with no cost to you is for you to assess if your feel comfortable talking to me, and for me to know if I can help. You can ask any question and we will discuss your needs and goals and what advice you require.
Presentation of Your Plan
Our second (or third) meeting is designed to present to you the Statement of Advice, with detailed and very personalised recommendations of appropriate strategy. This is your time to ask all the questions.
Evaluating Your Position
This is the time of gathering detailed information about you, to identify your short & long-term goals, and all your financial data, which becomes the foundation for developing your personal plan.
Implementation of Advice
When you are happy with advice, we can proceed to the next step of implementing recommended strategy. This is the administrative time of signing all necessary documents and to process recommendations.
Preparing Your Plan
I will recommend strategies, products and services and all necessary calculations, in the form of a written financial plan – Statement of Advice (SoA), which I present to you during our follow-up meeting.
Monitoring of Your Plan
Plan preparation is only a start. It is essential to regularly review your plan when life happens. At that point we might need to make adjustments or allowances for any life-changes, so you always stay on track.
Our Business Partners
I sincerely invite you to work with me
Life can be hard, complex and hectic. If I can take away your worry about any financial problem, pain or insecurity you might have, please do not hesitate to contact me.
I take the time to fully understand your needs, goals and preferences before providing you with any recommendations.
Your financial plan is as unique as your life and circumstances, and I want to ensure that my advice will give you peace of mind and feeling of security, knowing that you are well prepared for the future.
I am really looking forward to speaking with you very, very soon.
“The best time to plant a tree was 20 years ago… but the 2nd best time is now”
Chinese proverb
