[ad_1]
Providers | • Enterprise money circulate planning • Monetary planning • Pre-retirement planning • Retirement & pension planning |
Specializations | • Enterprise homeowners/ self-employed • Professionals • Pensioned staff • Retirees |
Cost Mannequin | • Charges paid by shoppers for recommendation (not primarily based on belongings) |
Languages written and spoken | • English |
Meet Janet Grey
Why she turned a Monetary Planner
In some ways I’ve given recommendation all my life. I’m the oldest sibling and it appears to return naturally to me as a result of I really like to assist individuals.
Her funding philosophy
First make clear the specified objective/end result, then the ‘job’ of the funding will probably be revealed. If the job is brief time period, then select a brief or medium time period funding (money or fastened revenue). If it’s long run, then select a long run funding like equities. Be prudent, diversify and acquire skilled assist at an affordable and understood payment.
Her proudest achievement as a Monetary Planner
After working with shoppers for a number of many years, I’ve had lots of them inform me that I’ve helped to lower their stress ranges and made them really feel extra assured about their future—which is superior to listen to. Typically it’s the little issues that assist individuals.
A consumer success story
It’s nice after I work with shoppers near retirement and I can recommend that they’ll retire at an earlier date. Or dream greater than they first thought.
What if cash had been no object?
I can see myself nonetheless doing this in some kind. Perhaps extra on a volunteer stage. Monetary literacy is a vital life talent and it’s sadly not taught as a lot correctly.
The perfect cash recommendation she ever acquired
Dwell inside your means.
The worst cash recommendation she ever acquired
I believe the worst recommendation is any generalized recommendation given with out understanding all you may a few consumer. Any recommendation needs to be given with consideration for the consumer’s targets, start line and motivation in thoughts.
Contact Janet Grey
Learn extra about advisors:
[ad_2]
Source link