About The Magic Number™

We believe passionately that everyone should know their Magic Number™.

Quite simply, your Magic Number™ is the amount of accumulated wealth you need in order to be financially independent, enjoying your desired lifestyle, for the rest of your life.

But how do you identify your Magic Number™?

Our expertise and experience can help you reach this figure, but before you can quantify your Magic Number™ we need to take you through what we call The Desired Future Snapshot™. This critical step is designed so that together we can understand what your desired future looks like – and, of course, what it will cost.

In many respects, this is a watershed moment. For our clients, it is the breakthrough in beginning to understand the unique relationship we all have with money and it is the precise moment when we see people become excited about their futures again.

Once you know your Magic Number™ you will find you will only ever have one of two problems: Either you have more money than you need or you don’t have enough.

For those clients who are fortunate enough to have exceeded their Magic Number™, we help them to manage their wealth in such a way that they remain financially independent whilst mitigating tax.

Clients who have yet to achieve or reach their Magic Number™ benefit from our experience and expertise – and the creation of a strategy that will mean they get there in the most efficient way.

“To the person who does not know where he wants to go there is no favorable wind.”

Seneca

Thought of the week