The GL Passport offers values based planning, taking you through a growth process which results in a financial plan engaged with purpose, regularly reviewed and mapped to your life goals. The GL Passport represents a journey that has five distinct stages to it:
1. Purpose: The first stage of the journey considers where you are heading and why you are going there. We identify your values and goals, pinpointing what matters most to you in life. This informs the shape of the second stage.
2. Planning: The second stage is a thorough appraisal of your current financial situation. Taking the helicopter view, we chart a course for your future finances by forecasting your income, expenditure and net worth over time. This allows you to achieve the life you want and fulfil your goals and purpose with the highest probability of never running out of money – even if you live past 100. Now we have a context for the actions needed in the third stage.
3. Advice: The third stage of the itinerary is where we offer our expert advice and knowledge, tailored to fit your situation. We know the terrain, how to best navigate it, and we can recommend the exact requirements to enable you to complete your journey. Your comprehensive, values based plan helps you achieve your life goals via the wise use and stewardship of your financial resources. It provides the context for the investment, retirement, protection and tax decisions needed which are provided by our Independent Financial Advisers (IFAs).
4. Behaviour: The fourth stage is navigating you through the pitfalls, helping you to steer your investments wisely to provide a significant return.
5. Progress: The fifth stage is to review the progress of your plan and make course adjustments along the way. To do this we offer you three routes to choose from during your onward journey: by land, by sea or by air.
There’s an old saying that “simplicity is the new sophistication”. At GL Integrity we know that there can be a lot of complexity involved in setting the right course, but the five stages of the GL Passport will remove the complexity.
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