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Goals and Values

Whether they are for the short term, medium term or long term, having a clear understanding of your goals and objectives is crucial in financial planning.

As the proverb by Confucius states “What you hold in your mind, you hold in your hand.” Beresfords encourages all clients to develop clarity in their personal goals by making them Specific, Measurable, Achievable, Realistic and Time Determined (SMART). Beresfords advisers work with you to simplify and itemise your goals and then create action steps to comfortably reach them within expected timeframes. Clients enjoy peace of mind in seeing their personal lifestyle dreams becoming attainable without any compromise to their value and belief system.