Making The Most of Your Money

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations. We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little. Sometimes clients then want a little more detail. We can use:

  • Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming
  • Tax planning to make sure you are using all the allowances the Government provides
  • Pension planning to make the most of an asset which for many people will be their second largest after their home
  • Coaching to help you answer questions such as ‘how much is enough?’

In fact we will probably have a view on most things you can throw at us. Ovation – never too far from an opinion!

Blog: COVID-19 Update

The Ovation Team is staying safe and working from home, we are still fully operational and can answer calls, emails and continue with video meetings – we are committed to delivering the same high-quality service you would usually expect from us.

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June 27, 2020

Episode 63 – Interview with Will Carmichael from Rooster Money

The guys are still here for the latest episode of the Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they chat with Will Carmichael, founder of Rooster Money. Now, Rooster Money may be an app to help teach kids great money habits with their pocket money, but stay tuned – us adults should … Continued

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