Designing your better tomorrow
At Today Advice we take the time to get to know you. We want to know what is important to you and your family. We do this by exploring your values and your hopes and dreams. We want to see you achieve your goals.
We explore what you would like to achieve and set some goals in place. People who set defined goals are more likely to achieve them. And people who share them with someone are even more likely to achieve them.
By assessing your existing position we can then start to devise a way to get you from where you are to where you would like to be. By taking an educational approach, we tailor a plan to build your assets that can be turned into “passive income”. We do this by making the most of your income, existing assets and dealing with any debt.
A very important part of your plan is your “Plan B”. This is a plan in case the worst happens.
We apply rigour and simplicity to your plan to get it in place and continue to work towards it.
We commit to you to then continue to follow the plan, with regular progress meetings to make adjustments to your changing circumstances or as the world changes. Sometimes your goals change and we can work with that too.
We have three service packages to ensure you stay on track to achieve your goals or to adjust the plan if there are changes that are required.
Establish the Foundations
Build and Grow
Time for Lifestyle
These packages are designed around your different needs in the different stages of life. They also ensure that you have access to our Claims Assistance Packages.
Service Packages
To see what is possible please contact us to arrange a complimentary goal setting session.