When it comes to personal finance, confusion reigns.
Jargon. Complication. Lots of paperwork. But not much sense.
But we all have to do something. There's no getting away from it. If we want a great future, we have to get organised.
Simplified Money was set up because we wanted help people take some control. Understand what their options were. Have confidence to take the next step.
So that's what we offer. Guidance and support to help you understand your money.
And make the most of the opportunities it brings.
Questions you should probably ask
(so we answered them anyway)
A Simple Four-Step Strategy
We work out what you're worth, what you need to have 'enough' - and run some scenarios to see what might happen, if...
We examine your existing plans closely, and will call out unnecessary complication or ridiculous fees
We take you through our findings, show you what's possible and benchmark your position so you can watch it progress
Your action plan gives you the next steps to get you moving . And (if you need major repairs) referral to an expert who can help you take that on