What Matters Most?

 

As individuals we tend worry about many things, but the two biggest financial issues that keep us awake at night are will we be OK and can we afford to live the life we want.

These critical questions generally go unanswered for two reasons.  

One they are difficult questions to answer and two because we lead such busy lives, we rarely take the time think about why we do what we do and what does our perfect life look and feel like.

By asking inquisitive questions, the Innate Way seeks to unearth these unsaid truths and by doing so it allows you to gain clarity about those things in life that matter to you most.

We know from experience, that this process is a rewarding one. For many this is the first time that they will visualise all aspects of their life in one clear and concise snapshot thereby helping them understand what they value most.

It is from this clear snapshot and framework that we commence our collaborative approach of working together where the key question always asked is … will the next step help us get closer to living the life we want.

Your Current World

 

In a world that is full of data one can't help get overwhelmed about what it all means. 

To ensure we are both working from the same page, we work with you to help organise your data into a structure that makes sense. 

It is with this data that we gain insights about your current world, including:

• Any issues that are present;
• Determine whether current strategy aligns with your goals;
• Understand what's stopping you from living the life you want; 
• A gauge as to whether you are on track to meet life's objectives; and
• Your risk tolerance.

It is at the completion of the first stages of The Innate Way that we are collectively in a position to reflect on the realities of today and the possibilities of tomorrow.

Strategy Design

 

In a very colloborative hands on approach, together we start to design what is possible. Whilst, it can be done in one instance, we prefer to break this down into small bite size pieces to ensure that you are never overwhelmed and feel in control of the pathway that we are taking. 

We answer and develop:

• What strategy is best for you or your business;
• How do we overcome any issues;
• How do we bridge the gap to meeting your objectives;
• Understanding what success looks like; 
• A strategy for dealing with the risks that are currently present; and
• A clear plan for succession for your personal or business assets.

Execution

 

Ultimately, the generation of ideas are only as good as our collective ability to understand whether they are possible and whether they can be executed.

You in conjunction with your adviser and our client servicing team will work with you to help execute every aspect of the strategy design to ensure that the heavy lifting that has been done up front can start to come to life. 

It is this part that requires a real collective effort as this is where change starts to flow into your day to day life and often when we can revert back to our default thinking and stay in our comfort zone.

It is at these moments where we encourage you to keep progressing forward as with every step brings you one step closer to living the life you want. 

Coaching and Advising

 

 

Once the fun of building and re-shaping your world is completed, our focus shifts to maintainence of your financial strategy. This ensures that you remain on track towards achieving those objectives you have defined and importantly ensuring that you have a clear sense of progress. 

The pillars of our coaching and advising programs are:

• Build 
• Protect and Preserve
• Dream

It is with a razor sharp focus on the above that we help you strive towards living the life you want.