When you work with us to plan your financial lifestyle here's what you can expect:

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Key goals and steps:

 

• Map out what kind of life you want. What do you want to do with your time, energy and resources? What are your goals for your future or retirement?

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• Figure out what 'enough' is for you. How much do you need to live on and when will you need it? How much should you be saving?​

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• If and only when it makes sense, we will provide and discuss the best investment options for you, that will help you achieve your goals.

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Our approach applies to all clients:

 

Financial Planning helps make various life events easier to manage...

From purchasing your first home to planning for retirement and everything in-between. Any number of life events or aspirations such as; paying for children's education, gaining more spare time to do the things you enjoy, or experiencing the loss of a loved one, can become more challenging without proper planning.

 

This is where we can help.

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Investing means choosing what to do with your resources. When we talk about investing, it doesn’t mean investing all your money into stocks & shares and risking your money because you don’t understand the market. It's about finding a solution and crafting a plan that is appropriate for your unique circumstances.  

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At Irvine Wenborn we take an evidence-based approach to investing. A 'one-size-fits-all' approach is not a good solution. The truth is, bad advice can sometimes be just as harmful (and possibly worse) than no advice at all. Therefore, the tools and methods we use are heavily researched, with long, proven track records. We do not use speculative securities or asset classes, we use a tried-and-true system.

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Our process provides clear numbers and probabilities for the investments we choose, so that we ensure you are getting:

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• The best possible options for you.

• Investments that align with your goals, values and timelines.

• The best possible outcome for you.

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Investments fluctuate in value over time. Therefore, we regularly monitor and conduct due diligence on your investments on an ongoing basis. We meet with you regularly to ensure you are comfortable, you understand how your money is progressing and to keep you on track.

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We believe in the power of Financial Literacy, as such, we want to empower anyone with the desire to learn more. We share ongoing insights and updates through our digital platforms, because we believe everyone has the right to understand how to handle their money and make it work better for them.