So what exactly is ‘sleepability’? It’s a phrase Jeremy coined to describe the way we help our clients to sleep at night. We enlighten them on issues that affect them and devise a plan that puts them back in control of their financial affairs.
Often when we see a client for the first time and they talk through their situation and what they’re trying to achieve, they also voice their worries and concerns. These range from “will I have enough to retire on?” to “how will I protect my family should anything happen to me?” and “I’m confused about where I stand, I have numerous policies accumulated over the years” or simply “I’m worried about my financial future”.
Financial matters are often complex and confusing. To make matters worse, it’s an area filled with jargon and technical terms that sometimes even we struggle to articulate.
We believe in demystifying financial services and taking away the complexity. We empower our clients to make decisions that will make a positive impact on their life and their finances. We help them take ownership of their personalised financial plan, which we regularly review to ensure they remain on track.
Our clients aren’t looking to make a huge windfall. They want to protect what they’ve worked hard for, through honest and objective financial advice that will get them where they need to be. We take away their worry, so they can ‘sleep at night’ and rest assured their affairs are in safe hands – both today and the future.