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About You

A better understanding of want you want in life

What’s the money for?

At Brett Investment, we always start with this thought…and how it then relates to you and life you wish to lead.

Whilst many of our clients are in their 60s/70s or older, most of our new clients tend to be that bit younger.

You most likely have already built a bit of wealth but still have questions like:

How much am I going to need to do all the things I want to do in life?

When will I be able to retire and still afford the life I’ve always wanted?

Can I do all that I want in life without the fear of ever running out of money?

Will my family be OK should something happen to me?

Your BettrLife Plan

Only once we know what you want out of life, can we then start to build a plan that will give you the answers to these questions.

We call this your BettrLife Plan. It pulls together all your assets, liabilities, income and expenditure into a comprehensive life-long cashflow forecast and will clearly outline whether you are a:

  • ‘Just Enough’ Client 
  • ‘Not Enough’ Client 
  • ‘Too Much’ Client 

Either way we now have the context to make those smart decisions that will help you live your ‘by design and not by default’.

Below are some samples:

‘Just Enough’ Client

Just Enough Client

‘Not Enough’ Client

Not Enough Client

‘Too Much’ Client

Too Much Client

Not for everyone…

This approach takes both time and commitment and as a result we can’t do it for everyone. We therefore have put a ceiling on the number of clients we will work with.

To give you an idea of who we generally work best with these are people normally within 15 years of their desired retirement age or retired themselves. In the main, they have £250,000 or more of pension and/or investment capital to invest and/or to manage (for younger clients this minimum can be waived).