It’s easy to go through life picking up financial products – pensions from different workplaces for instance, or investments that seemed a good idea at the time.
These products may or may not perform well, but without thinking about what financial freedom means to you – then putting a plan in place to achieve it – you won’t get the most from your portfolio.
At Callisto Wealth Management, helping you to achieve financial freedom is fundamental to everything we do. But what do we mean by it?
Unique to you
Everyone has things they would love to do, places they would love to go, people they would love to spend more time with. Some of us might want to walk along the Great Wall of China or experience the magnificence of the Rocky Mountains, others might prefer to find the magic closer to home. However, without the financial wherewithal to make these things happen, they could easily end up being permanent dreams rather than treasured experiences and memories.
When we meet a new client, the first thing we do is talk – and listen. We want to discover what you want to do with your wealth, because only then can we put you on the road to financial freedom.
Perhaps you want to say goodbye to the rat race and relocate to a dream home here or abroad.
Maybe you want to tour the States in a motor home or live a more sedate life on a boat.
Or perhaps you’d love nothing more than to reconnect with some passions that you once put aside to concentrate on work – painting or cycling or improving your golf swing.
Financial freedom means having the chance to do these things rather than simply dreaming about them. And our role is to help make it happen.