Most of us go through life making plans and setting goals for the future. We hope to be successful, to accumulate enough wealth to live a good life for ourselves and our family, and to have a comfortable retirement, but how many of us actively plan our finances to ensure this? The old adage of ‘to fail to plan is to plan to fail’ still holds true.
At Mazars we work with our private clients to understand what success in life looks like for them, and then help them put a plan in place to achieve their financial aims and underpin their chosen lifestyle. That’s what makes us stand out and adds more value to our private clients and their needs. We build valuable, long-term relationships with our clients, become their personal advisers and construct a financial portfolio of investments, assets and cash, sometimes overlaid with trusts, to ensure that their finances are set up in a way that supports their notion of success up to and after retirement.
The purpose of this report is to share with you the results of this survey and some of our knowledge and expertise to support you in planning for what’s important to you, and put financial building blocks in place to get the most from your plans.
Overall the results suggest that people have a good idea of what they consider success to be, or not be, but most have little or no idea how to get what they really want out of life. This means millions are in danger of not achieving their life goals and being unhappy or unfulfilled because of their failure to plan.
We hope you will find our insights and tools interesting and beneficial. Once you’ve had time to think about what success means for you, contact Ian Pickford or your regular Mazars contact to help you plan to achieve it.