Apsire Partnership Brochure - page 42

Focusedagenda
Reviewmeetingsarerarelysolelyfocusedaroundyourspecific investments
- although they are an obvious and crucial element to any financial plan!
Meeting agendas deliberately take into account other elements of your
familyandbusiness life that are important andhaveabearingon thatplan.
Actionplan
Our experience is that financial peace of mind is most simply achieved
by getting organised. But staying on track requires discipline that is a
challenge given demanding and busy lives. For this reason we are
sticklers for agendas, meetingnotes andactionplans - andarenot afraid
tobestow some tasks anddeadlines upon you!
CLARITY 03
40
1...,32,33,34,35,36,37,38,39,40,41 43,44,45,46,47,48,49,50,51,52,...76
Powered by FlippingBook