Solid foundations. Structure. A clear strategy.
When creating your future, don’t risk leaving it up to chance. Build your Empire Blueprint today.
What is an Empire Blueprint?
Building your personal financial empire isn’t about what you start with. Nor is it to do with the pretty bits you want to achieve at the end. It’s about creating a process that transforms your current situation into your ideal vision.
This is exactly what an Empire Blueprint is designed to do.
An Empire Blueprint is no ordinary financial plan. It’s a guide forward that’s crafted around who you are and anchored to the empire you want to build. Specifically tailored around your needs and updated to reflect any changes in your life, your blueprint is a living, breathing plan that grows with you.
Our Empire Blueprint service contains information only on the category products of which a Registered Finacial Adviser is able to provide personalised advice on:
– Mortgages, Personal Insurances and Fire and General Insurances
The five-step process for creating your Empire Blueprint
Before we begin creating your financial plan, we make sure we get to know you. It’s the most important part of our Empire Blueprint process.
Our fact-finding mission goes into the who, what and why behind the financial empire you’re looking to build. No two people are ever the same, and neither are our blueprints. Like fingerprints, they are unique to each of our clients and their financial life stages.
Once we understand your current situation and where you want to go, we begin creating your Empire Blueprint, forecasting and planning your next steps. Each part is crafted around your financial goals and objectives.
In your plan, we break down what you need to do into straightforward steps for you to follow. No matter your level of financial education, we ensure your blueprint is suited to your needs.
At our next meeting we run you through your new Empire Blueprint. We explain our recommendations and give you the tools you’ll need to set your plan into action. You won’t leave this meeting without understanding everything laid out within your Empire Blueprint.
The next stage is about action. With your plan in place, it’s time to take the first steps towards growing your personal financial empire. Depending on your circumstances this might mean:
- Wealth creation.
- Wealth protection.
- Ensuring you have the right insurance cover.
- Changing your account structure.
- Restructuring your mortgage/debt.
If this seems daunting, don’t worry. You’re not doing it alone. We’re here to help you implement these changes and support you in building your empire.
5. Ongoing support
Rome wasn’t built in a day. We understand that, which is why we make sure you’re never far from help. With regular content and a friendly voice at the other end of the phone we are always here for support.
Dreams grow and adapt to changing circumstances. Life evolves and your Empire Blueprint needs to as well. Just as with its creation we don’t believe that one size fits all, which is why the frequency we touch base with our clients depends on their needs.
The benefits of an Empire Blueprint
Our Empire Blueprints are designed for everyone, no matter whether you’re a financial whizz or can’t stand the idea of budgeting. Neither does it matter if you’re looking to clear debt or protect yourself and your assets. All that matters is that you’re looking to set up your future.
We believe every plan requires three aspects:
- A solid foundation.
- A clear strategy.
Each is essential so that your blueprint provides you with a guide that helps you create your financial empire. However, a concise, straightforward plan isn’t the only benefit involved. Others include:
- Alignment – If you’re in a relationship, understanding each other’s financial objectives is essential. We ensure alignment of goals so that you’re both working towards an empire that you want for your shared future.
- Accountability – It’s easy to fall from the bandwagon when no one’s watching. A partnership with Money Empire gives you someone to hold you accountable, and helps you stay on track for creating your financial empire.
- Advice – Money Empire has a wealth of knowledge behind us. We offer strong advice and guidance to our clients, suited to all levels of financial education.
- Adaptation – Your needs evolve. Our Empire Blueprint does as well. We understand the need for flexibility, and financial planning that grows with you.
We do not provide our clients with advice on investments nor do we provide investment planning advice.
How Money Empire is here to help
Understanding your money and how it can work for you is important. Money Empire is dedicated to providing holistic advice and support to our clients, offering insights into how you can better make use of your assets. From wealth creation to wealth protection, we help people achieve their empire goals no matter what financial life stage they’re in.
Money Empire is proud of the long-term partnerships that we create with our clients, and love watching empires grow and succeed. If you’re keen to start building and maintaining your own, don’t hesitate to get in touch.
WHAT WE OFFER
When you’re building an empire, you don’t start with the pretty bits at the end – you start with clear plans and strong foundations. That’s why we created Empire Blueprint – a way for our experienced advisers to find out just what you want to achieve and help make it happen.
Regardless of whether you’re a financial whizz, are horrified at the thought of budgeting, or wouldn’t know how to put two and two together, we’ll take you through a five step process to create a plan that will help you achieve your goals.
The process includes:
A fact finding mission – going into the who, what and why in detail to find out just what kind of empire you want to build
Preparing your plan – creating a customised plan taking into account your goals and current situation and laying out what you need to do
Presenting the plan – looking at how you can implement our recommendations and giving you the tools to turn your plan into action
Making it happen – helping you implement everything you need to build your empire, from insurance to changing your account structures to making investments
Ongoing support – with regular reviews, reporting, and a friendly voice at the other end of the phone, you’re never far from help
Keen to get started building and maintaining a tip-top empire? Get in touch.