| Companies | • Enterprise money move planning • Monetary planning • Pre-retirement planning • Retirement & pension planning |
| Specializations | • Enterprise homeowners/ self-employed • Professionals • Pensioned workers • Retirees |
| Cost Mannequin | • Charges paid by shoppers for recommendation (not based mostly on property) |
| Languages written and spoken | • English |
Meet Janet Grey
Why she turned a Monetary Planner
In some ways I’ve given recommendation all my life. I’m the oldest sibling and it appears to return naturally to me as a result of I really like to assist folks.
Her funding philosophy
First make clear the specified objective/end result, then the ‘job’ of the funding might be revealed. If the job is brief time period, then select a brief or medium time period funding (money or mounted earnings). If it’s long run, then select a long run funding like equities. Be prudent, diversify and procure skilled assist at an affordable and understood price.
Her proudest achievement as a Monetary Planner
After working with shoppers for just a few many years, I’ve had lots of them inform me that I’ve helped to lower their stress ranges and made them really feel extra assured about their future—which is superior to listen to. Typically it’s the little issues that assist folks.
A shopper success story
It’s nice once I work with shoppers near retirement and I can counsel that they will retire at an earlier date. Or dream larger than they first thought.
What if cash had been no object?
I can see myself nonetheless doing this in some kind. Possibly extra on a volunteer degree. Monetary literacy is a necessary life ability and it’s sadly not taught as a lot correctly.
One of the best cash recommendation she ever obtained
Stay inside your means.
The worst cash recommendation she ever obtained
I believe the worst recommendation is any generalized recommendation given with out realizing all you may a couple of shopper. Any recommendation ought to be given with consideration for the shopper’s targets, start line and motivation in thoughts.
Contact Janet Grey
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