Shawn provides a great service by understanding my needs and only takes the necessary risk in obtaining my loan. Great work and I have already recommended Shawn to many of my friends. Mark
In order to create wealth we need to understand a few things about you first;
- What is your net asset position? Ie Assets v Liabilities
What this simply means is what is your net position once we calculate your assets ie home, shares, investments against your debts ie mortgage, personal loans, credit card debt, and in some cases business debt.
Once we derive at this position we then strategically look at the best options available to you - What is your desired asset position (goal) and by when?
- What are the anticipated lifestyle changes (both family and professionally) that will impact your goal (both positively and negatively) during this period?
- Do you have contingencies in place to accommodate these lifestyle changes?
Once we have obtained and understood this information then we can begin to develop your Blueprint to achieve your goal.