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  Latest interest rate cut pure PR 26 January 2009

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Fee based strategic financial Planning & Advice

This service is designed to help you build and protect your wealth through a comprehensive process involving information gathering, followed by the creation of a written financial plan and regular ongoing reviews.

This service has particular appeal to clients undergoing changes in their lives, be it retirement, an inheritance, sale of a business, or going through a divorce, or even being widowed, to name but a few.

By developing and acting upon a comprehensive financial plan, which is reviewed annually and based on agreed assumptions and your financial objectives, we significantly increase the probability of achieving your future goals and ambitions.

Our best practice approach is to:

• Set measurable goals
• Understand the effect of financial decisions
• Re-evaluate your financial plan periodically
• Lastly, we conduct ongoing financial reviews at least once annually.

Helping you achieve your financial goals...

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Copyright © 2009 MORTIMER Associates
Last modified: January 25, 2009