That’s why our initial ‘discovery meeting’ is so important – to work out together exactly where you are financially.
Our role is to ask thought-provoking questions to help you really understand what is important and what you want to achieve.
Planning the way ahead
The ultimate goal of a financial plan, is to bring together the four areas of passion, mission, vocation and profession under one plan. This is beautifully encapsulated in the Japanese idea of “ikigai” which unites, respectively: what you love, what the world needs, what you can be paid for and what you are good at.
Here at Tandem, we represent this kind of financial planning through our ‘Tandem Compass’; a resource that we hope you use and reflect on for your own journey to financial freedom and fulfilment.
As with winemaking, financial planning is a process. It requires careful, well-crafted strategies, passion, precision and long-term commitment.
The Tandem financial planning process
Watch Andrew talk about his experience in working with Tandem, planning for future generations and the journey so far.
Watch the video
Going beyond finance…
Money is important, but there is more to life than just money. Life is about family, friendship, adventure, experiences and so much more.
We created Planning Your Adventure because we wanted to help our clients look beyond their finances. Please explore this site to find inspiration and start your own adventure.
Read more Google reviews“My husband and I have been with Tandem for nearly 6 years now. We can honestly say we would not entrust our money with anyone else!”
Patricia Holding