What is the MadeSimple Financial Planning Review?
The Made Simple Review is our Tarde Mark formula for forecasting your financial future – and identifying changes that need to be made now to improve your financial position. This free financial review service helps greatly with providing a clear picture of what the future holds.
Step 1
You – Complete a short online application form below to book your initial chat with us.
Step 2
We – Generate your personal report that outlines your current financial situation.
Step 3
Together – We schedule a review online (we use Zoom, or a platform you may suggest) or over the phone to discuss what options are available to you.
What Does the Financial Planning Review Cover?
We review all your pensions and calculate what your retirement income will look like. Based on that analysis, we can recommend a course of action so you can maximise your benefits. Very few employees we talk to have entered full-time employment from day one and stayed with the same employer for their whole working life. Employees call us worried about old pensions, career breaks, job sharing, working abroad, etc. Things are never straightforward until we produce your financial report. This is a fantastic no obligation review of your financial wellbeing.
We find that often employees do not fully understand all the fields on their payslip. This can lead to problems, such as not being on the right salary scale point for public sector employees, or not using all your tax breaks correctly.
Whether you need to protect your family’s future, mortgage or plan for inheritance taxes, it is key to have the right insurance policy for your needs. Furthermore, as part of the review, we will search the market for the best prices out there.
If you have more than 3-6 months pay in your bank account (your emergency fund), you are faced with questions how to use your money wisely. Should you increase your pension contributions, open a savings account for your children’s education, invest in bonds, etc.? The MadeSimple review makes these questions much easier to answer taking into account your tax position and financial objectives.
After we complete the review, many clients are delighted to have their options regarding pension planning, salary protection, life protection, savings and investments explained to them so clearly. Not only that, but we can also set up policies for you all online in a very fast and efficient manner.
Get your personalised review today! You have nothing to lose!