Financial Planning

“Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.” ― Manoj Arora

We approach our Financial Planning Engagement with the view that this is your life and we want to see you live a good one. We want to understand you and your needs and your dreams and desires as fully as possible. Only by knowing who you are and what makes you tick, can we help you build a financial plan that will provide the foundation for a life well lived. In that light, we have three stages within this process:

Stage 1:

Lifestyle Planning

Before we can talk about your money, we need to talk about you: what makes you tick; what motivates you; what is your philosophy around money; what do you want out of life; what do you not want.

Stage 2:

Financial Planning

Once we know more about you, we can start to understand the purpose for which you are investing. Then we can analyse the extent to which you are achieving your objectives and what can be done to improve the  current plan

Stage 3:

Financial Advice

Where necessary, here is where we look at the tools that we can use to bring your plan to life – products, funds, tax structures etc. These are the tools that we can employ to  give rise to your financial plan.

We promise to provide organisation, accountability , objectivity, proactivity, education and partnership with and to you and your financial plan.

The CRS Difference – in the words of Mitch Anthony

We will partner with you to bring order and objectivity to your finances. We will educate you about your finances and we will help you follow through on your commitments. We will work with you towards achieving your best outcome.