Maven Success Program (Lifestyle Financial Planning)


ONGOING COACHING, PLANNING & Investment Counseling

This stage is by far the most important stage. Getting your financial house in order can take years. We will partner with you throughout your whole life, ensuring you behave your way to wealth and don't misbehave your way to poverty.

Maven Success Program Includes:  


Unlimited Telephone & Email Access To Your Adviser

Unlimited Face-to-Face Access To Your Adviser Between Planning Meetings

Annual Planning Meeting With

Your Adviser Including

✦ Re-evaluation of your goals, objectives and drivers

✦ Full update on your life over the previous 12 months

✦ Complete review of your Financial Master Plan

✦ Adjustments to your portfolio to ensure integrity & alignment with your long-term goals

✦ Rebalancing of portfolio back to agreed investment strategy

✦ Use of tax-advantaged investment allowances, where appropriate

The Professionals Service

✦ Providing strategic & financial updates to your accountant & any other professional advisers

✦ Supplying end of year taxation information (as required)

✦ Recommending suitable professionals as needs arise

✦ Communicating clearly & openly with all of your professional advisers, to ensure consistency, clarity & focus on your desired outcomes

The Portfolio Construction Service

✦ Construction of portfolios based on scientific, academically proven methodology

✦ Risk profiles reviewed at key life events (eg retirement, inheritance etc)

✦ Modern Portfolio Theory applied to ensure your risk-adjusted portfolios capture maximum potential returns

✦ Access to institutional funds normally not available to individual investors

The Priority Response Service                 

✦ Phone calls & emails returned within 24 hours without fail

The “ Remove The Hassle and

Stress ” Service

✦ Taking the complexity & hassle out of administering your financial affairs

✦ Helping to purge you of the endless paperwork each year

✦ A voice of reason to help you keep your head when all around you are losing theirs

✦ Empowering you to see through the relentless “financial pornography”

The Second Opinion Service                    

✦ Available to discuss ideas you’re considering.

The Taxation and Planning Service       

✦ In conjunction with your accountant & other taxation advisers