4 Steps to a BlueSky Future.

Let us walk you through a simple, effective four step process in order to set you on the path to achieving your goals.

step 1 - Discovery

The first step involves us taking the time to gain an understanding of what you want from life and why. What lifestyle do you desire to have ?

By starting with listening, we make sure that you lead the process and we facilitate.

We work together to understand your goals, objectives, aspirations and current financial position.

step 2- Enlightenment

Time for us to crunch the numbers. We take stock of the information of you have shared… current income, outgoings, assets and liabilities.

Combined with your goals and aspirations this will help us formulate a visual and tangible financial plan of action which you can fully engage with. 

step 3- Putting the plan in place

So we now have a clear and tangible financial plan. It may be that we highlight certain actions that you should take to improve your financial position and help you acheive your goals.

If you want our assistance then we will be happy to help you implement any of the plans. Before any implementation we would provide you with a detailed Reasons Why Report and a detailed cost breakdown.

Our dedicated staff's focus is to "make it happen" in a timely and efficient manner, keeping you informed throughout. We will liaise with the carefully selected Partners on your behalf and ensure everything is established to our high standards and your complete satisfaction.

What is Cash Flow Modelling

"IT WAS A REAL LIGHT BULB MOMENT..."

No matter your profession or financial background, our aim is that the moment you and your loved ones finalise the “BlueSky Financial Plan” you will instantly feel the benefit.

To build a great Financial Plan, we obtain a full understanding of your current position: your lifestyle costs, planned expenditure, assets and liabilities. Assessing this position against your goals, we identify simple questions like; 

• Why do we continue to work ?

• When will we have enough money ?

• Do we have enough for the lifestyle we desire ?

• What happens if ?

And these are just a few examples of questions which we can help you answer.

Through our discussions we will unearth what's really important to you and provide a visual and tangible plan which you can fully embrace and engage with. 

Now you have the plan, we will work closely with you to ensure matters stay on track.  Time after time our clients state that this is the most enjoyable and beneficial financial chat they will ever have.

This is why we do what we do !