WHAT IS IT?: The Money Wheel contains eight sections that describe your financial life. It measures your level of satisfaction in each area.
WHAT DO I DO?: Score yourself between 1 and 10 in each area and draw in each score in each section of the wheel.
WHY DO IT?: If you don’t know where you are it’s impossible for you to plan your journey to where you want to get to. Knowing your current money behaviours is the first step to improving them.
IS IT FREE?: Yes!
IS IT COMPLEX?: No. It Will only take a few minutes
WHAT IS THE BENEFIT?: You will be able to see the areas that could be improved to make a more rounded wheel? By acknowledging your current financial landscape you’ll be much better placed to make better financial decisions.
Download the wheel for free today and find out how bumpy your financial ride is!!
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Following an inheritance, we needed advice on how to make best use of the money. We engaged Proposito because Huw and the company had an excellent reputation, and we were not disappointed. Huw took time to understand our financial situation, our goals and aspirations, and helped us put a plan in place which would help achieve these. We are confident that, with Huw’s help, we have made good investment choices and we value the annual meetings that ensure we are still on track.
“I needed a financial advisor as I was finding that my funds were just being left in bank accounts, and whilst very safe I was not achieving any growth. I do not have the personal knowledge on investment, and wanted to be able to work with a small team where I could get one on one service. I have had Financial Advisors previously from larger companies and found that staff kept changing so I never had a consistent relationship, and also they were very keen to sell me new policies to start with and then the level of service dropped off.
Russell Haworth was known to me and I liked the way he presented his recommendations. He has made me think about the investments and made me feel much more in control of my overall finances. Sitting down and actually working out how much you spend each year makes you think what you will need in the future. The computer programme which shows your income and costs year by year is brilliant, and allows you to ask the “what if” questions and get almost immediate answers.
It is great to be able to openly discuss your future plans, and it makes you think about things properly. I have been very reassured about my future, and in the event there is an unplanned change I feel confident that my finances are in safe hands.”
“Due to the bewildering amount of financial legislation and financial planning options that seemed to be available to us when searching online we felt like we needed some guidance. For 14 years now Huw has done a fantastic job of highlighting the issues we have needed to consider (be they in relation to pensions, forward planning, investment or taxation) and presenting our various options in streamlined and coherent way. As a result of Huw’s advice we now feel on top of our finances with a secure financial future and a plan in place that is regularly revisited and revised.
Huw has also been very diligent assessing our attitudes to risk over the years and has taken that into consideration at all times when advising.
He (& Proposito) have always provided an efficient service, the staff are personable and helplful and queries are dealt with impressively quickly.”