Our role is to help you experience the best life possible with the money that you have. We explore aspirations, future lifestyles and career wishes before thinking about money. We work hard with you to understand what you want to achieve in life, putting in place the financial building blocks in the form of a bespoke Life-Centred Financial Plan, to enable you to achieve your goals and live a better life. Your plan is a roadmap for your life that helps you prioritise what is important to you, make decisions based on your priorities and move towards the life you want. It provides a clear path for your life and it should also be flexible. As life changes, your values and priorities may also change. Many people focus on making money rather than discovering how much they really need during the course of their lifetime. A tailored Life-Centred Financial plan gives you the framework against which to make smarter decisions about your life and your money.
Our primary focus is to help our clients get and KEEP the life they want; to help them move forward from where they are to where they want to be. As Life-Centred Planners we measure success by Return On Life (ROL: Getting the best life possible with the money you have) and not Return On Investment (ROI). We can’t control every factor that determines ROI. We can exercise much greater influence over what determines ROL. Our ongoing forward planning process puts your narrative ahead of your numbers. We need to stay current with what is happening and what is changing in your life and make sure your financial plan reflects that story. We are not working for you; we are working with you. This means we’re going to need your full attention and cooperation to make sure you get where you want to be.
Lifetime financial modelling captures changing income streams and lifestyle expenditure through current and future life stages, incorporating 'what if' scenarios for discussion. We confirm clients' current position and future positions if nothing changes. We provide clients with a clear roadmap and illustrate the impact of any financial decisions they may want to make, identifying what's necessary to get where they want to be.
We use the most sophisticated financial modelling software available in the market. Our cutting edge software allows us to model the most complex of client situations and to adjust the model going forward - incorporating changes to an increasingly complex tax system, ever-changing pension legislation, and different savings and investments solutions. To simplify and forecast a complex lifetime stream of money in and money out, whilst accounting for things like inflation, taxation, and investment growth, gives our clients huge advantages when it comes to making financial decisions. Working with one our expert financial planners who use lifetime financial modelling to its fullest provides many benefits.
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Mamucium Capital is authorised and regulated by the Financial Conduct Authority FRN 767090. Registered in England 10467410.
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