Creating your financial plan

What do you want to achieve? Do you want to do something, be something or go somewhere? Or is it about security, peace of mind or simply doing more of the things you love?

Financial planning is journey that spans your entire lifetime and it centres around where you are now, where you want to be and your values. Your financial plan is the roadmap that gets you there, and it can only be created once we truly understand your vision.

It’s also our role to help keep you on track throughout your lifetime and we’re here to work with you on an ongoing, proactive basis and to be your financial coach. We know things change along the way, that’s why we’ll discuss your plan with you on an annual basis.

We’ll work with you to:

1. Understand your short and long-term goals
Do you want to grow, protect, or pass on your wealth?

2. Create your bespoke plan
You might have a specific goal or want to know if you have enough money to last for the rest of your life. You might love your life and simply want to maintain what you have already. Whatever you want to do, we’ll build your plan around you

3. Keep you on track
Reviewing your plans and making sure your heading in the right direction

Financial planning needs to align your goals with your financial situation. It can cover some complex and technical issues that require specialist knowledge. We can help through a wide range of services:

“Developing a financial plan with Colin and the Magus team meant for the first time we truly understood our financial position.  Over the years our lives and attitude to risk have evolved and we have been guided through sensitive and liberating discussions helping us adjust our plans. This has given us confidence and peace of mind, allowing us to focus on today in the knowledge we have a plan for “tomorrow”.

At every step the Magus team working with the financial advisors have provided great support and its clear they take pride in all they do. Few businesses can live up to the level of client service that Mike and Dante have instilled in every member of their team!”

Linda and Mark Smith, Magus clients since 2019

Download our guide to financial planning

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The value of investments can fall as well as rise. You may get back less than you originally invested.

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