At Fields Financial, our goal is to help you understand your life, your dreams, ambitions, and the lifestyle you currently live—and the one you envision for the future.
We believe everyone has a lifestyle plan, though it’s often not written down. What most people lack, however, is a financial plan that aligns with this vision. That’s where we come in. Our role is to uncover your life goals, whether they involve achieving a lifelong ambition, fulfilling experiences, or simply enjoying life without limitations. From there, we create a financial strategy to help make those dreams a reality.
Our mission is to help you see what’s needed to maintain and achieve the lifestyle you aspire to. We’ll manage your wealth with the aim of giving you the life you desire, providing financial clarity and peace of mind along the way.
We focus on understanding your current lifestyle, what you want for your future, and the priorities that matter most to you—whether they’re practical goals or items on your personal bucket list. At this initial stage, we don’t dive into the specifics of taxes, pensions, or investments. Instead, we start with an overview of your finances, analysing your income and expenditure.
Once we have a clear picture, we review your finances in detail and map out your income, assets, and liabilities. This becomes the foundation of a tailored financial plan, presented in straightforward, plain language, along with a simple one-page action plan.
If needed, we also offer financial advice and investment solutions designed to grow, protect, or pass down your wealth to future generations.
For families, we help establish what matters most to you, outline your financial goals, and set timelines to achieve them. We compare your current and ideal lifestyles against your financial situation, using “what if” scenarios to help you understand what it will take to reach your goals. Together, we’ll determine your financial target and create a plan to achieve or exceed it.
As life evolves, so too can your financial plan. We offer annual forward-planning meetings, recognising that life and financial needs change over time.
At Fields Financial, we’re committed to providing financial clarity, peace of mind, and certainty. As an independent firm of financial planners and advisors, we offer personalized solutions, from investment strategies to protection plans, discussed at the appropriate time to meet your needs. Want to find out more? Get in touch with one of our expert team today.