Welcome to Accumulus Financial Planners
‘Happiness is not having what you want, but wanting what you have.’ Hyman Schachtel, US rabbi
The art of planning and managing wealth for most people is random and haphazard. For most it is reactive rather than proactive as they stumble from one financial solution to another without any real plan.
Viktor Frankl, in his great classic book Man’s Search for Meaning, tells us about his observations of human behaviour and motivation in the most harrowing situations when he was held in a Nazi concentration camp. His key observation was that ‘A person can always find the “how” if they know the “why”. Therefore before you can make any good financial decisions you need to know your “why”.
The key to a successful financial plan is setting personal life goals and objectives in the context of your money values (beliefs you have about money) and helping you identify your “why”. One of our main aims is to make your life easier so that you can spend time focusing on things that really matter to you, rather than what you feel obliged to do.