We're here to help you
At Own Your Future Financial Planning, our expert, personalised Financial Planning is designed to help you build a plan to live the life you want.
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It's time to
own your future.
We help people to plan for their retirement with confidence and have no regrets when it comes to their future.
Through personalised conversations and in-depth analysis, we guide you in identifying what truly matters to you, and how you want to spend your time. Our aim is to create a tailored financial plan that aligns with your vision, empowering you to take confident steps towards the life you want to live.
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Clarity on what your life looks like.
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Peace of mind over your future.
By providing expert advice and tailored solutions, we help you build a solid financial foundation, allowing you to focus on what truly matters in life. With our support, you can gain the peace of mind you deserve, knowing that your financial goals are within reach.
We prioritise building lasting relationships with our clients, ensuring they have someone they can trust by their side. We are committed to being there for our clients every step of the way, offering support and expertise to help them navigate their financial journey with confidence. With us, clients can rest assured that they have a partner focused on them and their future plans.
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A trusted guide on your side.
Own
Have something as one's own; possess.
Very few of us feel in control of our future. We're here to help you change that.
Your
Personal, something that belongs to you.
Financial Planning, when done right, is completely personal. It is not focused on products or transactions.
Future
Time regarded as still to come.
No matter what your past looks like, you have the opportunity to live your life to the full in your future years.
Expert, personalised
retirement planning for:
Retirement Designers
Individuals, families and small business owners 10 years or more from retirement. Often they will be family orientated with children or dependants to consider in their planning. They will be financially established, and starting to think seriously about what they want their future and retirement to look like, and want to understand how they can make their money work for them to live the life they want.
These clients are looking for an ongoing relationship, and want to know they have someone they can rely on and turn to for anything they need.
Early Planners
These clients may be earlier in their journey and don’t have a need for ongoing advice, or they may already know what they are doing and want to see their ideas put into action.
For these clients we work with them to build a financial plan, to ensure they are on track for what they want to achieve. We may or may not need to advise on specific products, but the planning work we do allows clients to see their future more clearly, as well as understanding where they may need to take action.
Our most popular questions...
Although every life is unique, we tend to find that our clients have the following questions about their financial future...
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"How much money do I need to have to retire?"
"How do I know if my family and I will be OK in the future?"
"How should I invest my surplus income?"
"Am I invested in the right things?"
"How do pensions work?"
"When can I stop work?"
This is your future. Own it.
We believe you deserve to have the confidence to know you can go and live the life that you want, and ultimately not get to a point in the future and have regrets about things you haven't done.
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We listen to understand.
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We understand that planning for the future can be difficult and filled with uncertainty. We know that it may make you nervous, and you may not know what to do.
Our Financial Planner, David Nelson, is a Certified and Chartered Financial Planner who has been advising clients for over 18 years.
3 steps towards happiness.
Our financial planning process is designed around the people we work with, and centres around you and your family.
2. Design
We take what you've told us and build a plan to help you achieve this. Looking at what you may already have in place and anything else that needs to be done.
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1. Ask & Listen
We get to know you and what's important to you. We look to understand not just where you are in life, but importantly where you want to be.
3. The Journey Starts
With your agreement we put the plan into place and we are then with you throughout the journey, ensuring you remain on track to achieve all you have set out to do.
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