You have achieved financial independence.
You want to pass the burden of financial management to someone you can trust, so you can focus on living your life.
Here’s the process we follow to give you confidence we can help:
We spend time getting to know each other. We find out where you need help and support and how you want to help others. You gain insight into how we do business and whether we’re the right firm for you.
We do financial modelling to reassure you that your money will last a lifetime without taking unnecessary risks. Creating a number of scenarios shows you the options you have to help your family and/or the community. We also run through our strategy checklist to ensure you are taking advantage of all your opportunities.
We focus on your investments to ensure that they are appropriately invested to meet your lifestyle through retirement. We help ensure that your estate planning needs are in place.
In our ongoing partnership we:
- Keep you financially organised.
- Act as a sounding board, bouncing around ideas and getting creative.
- Ensure you understand all the options available to you.
- Reassure and remind you that everything is going to be okay.
- Review the investment strategy to ensure it continues to make sense.
If you don’t see value in these then you might not need us.
Why Brian chose to work with Roskow
Want to get in touch?
If you are interested in having an initial discussion, please schedule a time for us to call you by clicking the best link below:
Alternatively, to arrange a Strategy Consultation, please use the form below or call/email the office most convenient for you.