About Us
Vita Plannings aim is to provide you with peace of mind answering the questions that matter, Am I going to be okay, can I live the life I want? It’s more than just investing or planning it is a journey together, understanding what you want your life and your loved ones lives to look like, making sure you have the resources to live it. We look to establish and maintain long-term relationships in order to accompany our clients on their life journeys. Our average client relationship is currently 15 years, with some over 25 years, which demonstrates our commitment to the long term financial security of all our clients.
Our service proposition has been designed to meet the needs and objectives of our clients and to ensure fair value is received when engaging with our company.
Our Purpose
‘Empowering people to live their version of a rich and fulfilling life’.
How We Do It
Our unique four step process, True Wealth helps people visualise, design, achieve and maintain their version of a rich and fulfilling life by answering the only question that matters when it comes to money, am I going to be okay, can I live the life I want.
It’s about more than just investing, it’s about understanding what you want your life to look like, making sure you have the resources to live it, whilst ensuring you are protected from life’s surprises along the way.
Whatever financial decisions you must make, the first step towards making the right decisions is to establish a clear understanding of your financial needs. People seek financial advice for many different reasons, so it is important that we understand exactly who you are, where you’ve come from and what you want to achieve.
Your Vision meeting will allow us to explore your dreams and aspirations along with understanding the financial resources available both now and in the future to assist in your journey. We will also discuss your attitude towards investment risk and explain how such risk may affect you.
It will give us both the opportunity to decide on whether there is value in us working together in the future.
At the end of the Vision meeting, we will provide a summary of our findings and suggested next steps toward your True Wealth. This workshop will be at our expense, and you are under no obligation to proceed any further.
If you decide to proceed, having discussed the basis of our fees and your payment options, we will ask you to formally engage our services by signing this agreement.
At this stage, we will begin the process of thoroughly analysing your current position based on our extensive knowledge of financial markets and commence researching potential solutions for your needs. If we need to consult with any other professional advisers or financial service providers with whom you already have an agreement with, we will ask for your written consent to doing so.
When we have all the information we require, we will prepare your financial Blueprint for your consideration. This will set out your current position and outline thoroughly researched recommendations we believe to be in your best interests. We will arrange a convenient time to discuss these recommendations with you in full and guide you through our report step-by-step. You are free to take the report away to read and consider before agreeing to move forward to the next stage.
Your dreams and aspirations are unique to you; therefore, each blueprint is tailored to your vision of a True Wealth.
Far from being the end of the process, the maintenance phase is the beginning.
It is where we ensure your plan is properly executed overtime and that you are ready to deal with any obstacles that may come your way. We will meet regularly (at least once a year) to share updates, stay up to date with any changes in your financial situation and revise your blueprint as necessary.
Once you feel that you can make a fully informed decision to proceed, and you have given us your consent, we will begin the process of implementing our recommendations. We will help you in completing all the relevant forms, ensuring your applications are processed by the relevant investment firms and providers.
What we do
We believe we’re in the human nature business and our product is financial wellbeing.
We change lives for the better, creating joy, providing peace of mind by guiding you throughout your journey.
- Help you visualise and articulate your version of a Rich Life, full of experiences.
- Understand your fears and concerns
- Craft your True Wealth Financial Blueprint for Success that incorporates your dreams and aspirations for the future.
- Create a diversified investment portfolio designed to meets your specific goals
- Work with you to ensure you behave your way to wealth and avoid misbehaving your way to poverty.
- Help remove any anxiety you may have about feeling financially disorganised.
- Be a caring, considerate sounding board for all your major (or minor) life decisions.
- Help you avoid the mistakes most investors make.
- Ensure you stay on track through all the stresses and strains of an investing lifetime,
What we don't do
- Make predictions or forecast the direction of the economy or the stock market, no one can.
- Manage your portfolio without a Financial Blueprint for Success.
- Time the markets, that’s speculating not investing.