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Lumen Financial Planning: Lighting your path to fulfilling life goals
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Lumen Financial Planning: fulfilling your goals

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Introduction

Someone once said to our Director that people just want to know the value of their investments each year and how it compares to last year; have they gained or lost value?

We disagree. Your investments and other financial planning are a means for you to fulfil your life goals and therefore their value should be put in context relative to how they are going to help you fulfil those goals. Today your investments may have grown to 300,000 but if you need 500,000 to meet your goals the investments will not have accomplished what they were supposed to.

At Lumen we want to put your investments and financial contracts in context how will they help you fulfil your goals and what, if anything, do we need to do in addition to ensure you do fulfil your goals.

To help you fulfil your goals there are some key elements;

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