Getting to know you
At Sutherland IFA, we don’t consider that we have the right to talk abut your money until we know:
- Where you are now;
- How you got to where you are now; and
- Where you you’re trying to get to over the next 5, 10, 20 years and so on for the rest of your life.
Only when we know more about you, tell you the truth about your financial situation today, enable you to fully understand where you’re heading financially tomorrow, can we help you with a plan that will aim to assist you in achieving your lifetime goals and aspirations.