Holistic Advice

Full Financial Plan

We provide a holistic financial planning service which gives you an accurate big picture view of your current financial position, as well as a road map to get you to your future goals.

Know Your Worth provides a more comprehensive offering than most advisers, as our cashflow modelling and advice will encompass not just your investments but also your risk management and property strategy, as we are qualified to provide personalised advice on investments, insurances and lending. This means the plan we create with you genuinely covers all areas of your life and provides far more support as the advice for each area is built as part of the overall financial strategy.

All plans are completely bespoke, however all Financial Planning clients will get:

  • Personalised and onging access to our financial planning software.

  • Three sessions with an adviser, during which we will explore your relationship with money, identify your goals for the future, understand your priorities and values, get accurate on your numbers and plot out a series of steps to get you to your financial future.

  • A full (easy to understand) written report with our advice and your next steps to achieve your future goals, while enjoying the lifestyle you enjoy!

  • Customised follow up sessions depending on your plan and the level of support you want

Decision Making Session

Struggling to make a financial decision but not looking to plan out your entire future just yet?

Our one-off, 2 hour cashflow modelling session is the perfect option to help you get some clarity and confidence around your next step.

If you are considering investing a lump sum and want to see how long the money will last you, or how aggressively you need to invest to achieve your goal, this is for you.

If you are considering buying an investment property and want to get some independant advice on whether it’s financially viable, we can model up to 2 properties to compare.

If you’re considering a career or significant job change, or considering a career pause and want to see the impact on your finances we can provide some clarity on the impact that will have.

As part of a decision maker session all clients will get:

Temporary access to our Financial Planning software

One 2-hour session with an adviser to model a specific financial question

A report outlining the outcome of the modelling and recommended next steps, limited to the topic at hand.