Mark Wyld

Our Approach

Goals and Values

One of the most overlooked parts of the financial planning process, the more time spent here in its granular specificity on how you want to live your life the better. I’m not just talking borderline general questions like when you want to retire with how much money and how often you want to travel but a malleable visual goal timeline of the future with milestones that send shivers to your core values as a human being. Most of us have some idea of the life we want and a vague idea of what it takes for success however omit the power of specific goals powered with core values driven by a framework of strategies.

Establish KPIs

Traditional advice processes may establish a strategy in a statement of advice, implement the strategy and refine and review the strategy in 12 months and whilst this is good, we rely on psychological principles with 5 to 30 Key Performance Indicators (KPIs) linked to your goals and values. The KPIs ignite the path forward however with changes to circumstance, legislation, the economy, preferences and importantly insights into your own behavioural traits, the KPIs will keep changing to increase the probability of success.

Testing

Ever heard the saying it’s not how many times you got knocked down but how you got back up? Your financial success is not that different as you’ll be met with challenges from different angles no matter how solid the steps are in 1 and 2. Our partnership in continually and regularly reiterating the strategy and KPIs like a fractal pattern is where the magic lays in achieving your success.