Welcome to The Money Mentor, the dedicated financial life planning area of our website.
Our financial life planning service ‘Life Without Limits’ helps you to understand what is most important to you in life and why it’s important. We will help you to identify what needs to be in place to maintain the lifestyle you and your family want. Our approach looks at where you are at today and where you want to be in the future.
With our Life without Limits service we guide you through a 5-step process which we call DREAM:
- Discover: Finding what matters. Where are you at today and where do do you want to be?
- Realise: Finding the priorities. Helping you to visualise your goals.
- Everest: Helping to overcome. Showing you how to get there.
- Action: The Financial Plan to get you there.
- Mentorship: Encourage and execute the full plan.
Planning for Short, Medium, and Long Term Financial Goals Goal setting may feel better suited to a business brainstorming...