How to live the life you want: your financial plan

New enquiries: 0161 383 3335
Existing clients: 0161 486 2250

Get in touch
Ask us a question

    live the life you want library
    Back to Library

    How to live the life you want: your financial plan

    The investment world has been turned on its head over the last year. Investment rules that have held true for decades, now need to be ripped up.

    At Equilibrium, we questioned everything we thought we knew about the investment world, and a brand-new approach to financial planning rose emerged that empowers our client to live the life they want.

    Join financial expert Andy Baker to learn how ‘horizon planning’ can transform your life, look after those you love and leave a powerful legacy.

    In this on demand event:

    • Hear why the investment rules we’ve held to be true now need to be ripped up
    • Lift the lid on ‘horizon planning’, our brand-new approach born from ‘Project Phoenix’
    • Discover the harsh reality of the lower investment returns over the decade to come
    • Find out where to place your money for the maximum return without jeopardising your financial security
    • Learn how to position your portfolio so that you can live the life you want, look after those you love and leave a powerful legacy

    If you’re an Equilibrium client you can access all our on demand events via the client portal.

    Complete this form to gain access to our on-demand event

      By filling in this form, you will be added to our email list so we can send you more information of interest.

      If you have any questions, please contact 0161 383 3335

      Recorded on 26 August 2021

      To view more from our events on demand series, please click here.

      The content contained on this video represents the opinions of Equilibrium Financial Planning and Equilibrium Investment Management and in no way constitutes a solicitation of investment advice. It should not be relied upon in making investment decisions and is intended solely for the entertainment of the reader. Past performance is not a guide to future returns. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

      string(4) "test"
      Group 6 Created with Sketch.

      In order to get the best viewing experience of this website, we recommend downloading one of the browsers below: