We help our clients to achieve their goals and aspirations. As no two clients are the same, we spend time talking to clients to find what motivates them. We are then better able to design their unique financial plan. Integrity - When clients trust us with their current and future lives we have a responsibility to protect that trust and to make a positive difference. Our clients need to have total confidence in what we advise them. Caring - We are concerned with the whole person and not just the financial needs.
Services
Schaefer has existed in various trading forms since 1983. During that time we have helped our clients weather the storms of life and the financial markets: we are truly "with them all the way". We do this by making the most of their wealth through cashflow forecasting, leading to careful investment, retirement, estate and tax planning.
We all want to ensure that our family is financially secure if we become seriously ill or die. This is where life assurance, critical illness and health insurance come into play. Building and protecting financial capital is key to achieving goals and aspirations in life. Money is the 6th sense, it helps us enjoy the other 5.
Financial Planning is an ongoing process which can be defined by the six stages below. Our intention is to help clients build a financial plan to achieve their life goals. This isn't just about buying products like a pension or an ISA. By following our financial planning process, we create a personal financial plan.
As someone builds their capital, and gets nearer the time when they need to draw on it, avoiding large investment losses becomes more important than making investment gains. A 50% investment loss can take several years to recover from, affecting plans to withdraw money to live on. Missing out on 5-10% of new investment growth might not make a huge difference to the situation.
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