The number you are on course for
What your savings, surplus and property equity produce as annual income at the age you choose — with the workings shown, not asserted.
The gap, and what closes it
The same figure if nothing changes, beside the figure if something does. The distance between them is the whole point.
Whether the Office is for you
It has a capacity, so it is not for everyone. The blueprint tells you honestly either way.
The Financial Blueprint
US $1,500, once
A written plan built on your actual figures: what you own and owe, what is protected and what is not, the estate, the business, the children’s education, and the age you said you wanted work to become optional — assessed together rather than one product at a time.
- Where you stand today, with every assumption stated
- Where you said you were going, costed and dated
- Recommendations in the order they should be done
- Two or three ways of doing each one, and what each costs you
- Ninety minutes to walk through it line by line
See your projection first — it is free, and it will tell you whether the blueprint is worth anything to you.
Free. The blueprint is only offered afterwards, once you have seen the number.
For over 25 years, the same question: what is this actually for, and who does it belong to when you are gone.
Richard Thelwell — Kingston, Jamaica
Projections are illustrative models built from the figures you enter, not forecasts, advice, or a guarantee of future performance. Investment returns vary and capital can fall in value. Speak to Richard before acting on anything you see here.