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Patrick Rosslee
My name is Patrick Rosslee and I'm a goals based Financial Planner.
I spend my days working with clients to develop a holistic financial plan to help them get to a stage where they...voir plusMy name is Patrick Rosslee and I'm a goals based Financial Planner.
I spend my days working with clients to develop a holistic financial plan to help them get to a stage where they feel confident that they have financial security. Money doesn't come with instructions and so I enjoy helping clients demystify what money is and what it can do for them.
Money should only be a tool for you to live the life you've always wanted.
I prefer a balanced approach to planning client financial goals, with a combination of clients living within their means now and an enjoyable fruitful retirement later in life. Most problems that I come across while dealing with clients, are unrealistic expectations for their retirement without the willingness to make small concessions in the present term. This may be because they are trying to keep up with the Jones, or because they live in a world filled with instant gratification.voir moins