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To reflect these unprecedented times and anticipate a potential need for financial reassurance around wealth and future plans, we are extending assistance to anyone with wealth worries. Please click to book with Kevin Deamer - selected dates during May and June.

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Focus on the goals not the how

A big part of my job is building Financial Plans for clients. It surprises me how many people find it hard to think about their long-term future. Possibly because they’re busy but also they’ve probably not been asked this before!

It can be tricky to think of genuine motivational goals – for example ‘I want a level of financial independence by my mid 50s that means I can semi-retire’ – if you can’t work out how this could be achieved.

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What does ‘good’ look like?

That’s the challenge for those seeking advice. If you’re a potential client, how do you differentiate between ‘mediocre’ and ‘good’ or ‘really good’?

I’ve been reflecting on this and realise that my focus always comes back to individuals, not firms. As a financial planner, I’ve collaborated with many professionals over the years and they do seem to fall into one of two camps.

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Got a desert island dashboard?

Living under lockdown means that business owners can’t just drop by a colleague to get a progress check on something. Yes we have phones and Zoom, but working remotely doesn’t deliver the feeling of connection that face-to-face provides.

So what are the key pieces of information we need when everyone is separated? As a business owner, I think the ‘Desert Island Approach’ is a good start point. Imagine you’ve been forced to live on an island for six months. You’ll receive just one update a week from the team running your firm – restricted to five items of information.

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  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

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