Modulus Financial Planning

We are delighted to have been able to sponsor new training jerseys for the Dromara U16 squad before their Championship campaign.

Best of luck gents!

Pictures is John presenting the jerseys to team captain Adam McClenaghan.

Friday morning coffee whilst doing some meeting prep and waiting for the school runs to finish!

Modulus Financial Planning in Banbridge: Putting clients first for a secure financial future Financial Planning and Advice in Banbridge for business owners, families, people approaching retirement or just starting to save.

Simple doesn't mean Easy 👀

When it comes to getting your financial life in order, there's several simple rules we can stick to which sound simple but provide results.

They aren't rocket science.

And yet people question why they should work with a financial planner/adviser?

We like to think of it as something like hiring in a PT

We all know how to get fit or have a six pack.

1. Eat well and exercise more.
2. If you want to lose weight, you need to live in a calorie deficit... and the results will take care of themselves over time.
And yet everyone isn't fit with abs...

Finances are the same.

1. Live within your means
2. Automatically put money away regularly (preferably into a low cost passive investment)

Then wait many years for the results to take care of themselves.

Simple. But not easy....

We all know how to get fit, yet don't have the discipline to go and do it ourselves. We don't make the time to do it.

Quite often, that's exactly the same with your finances.

Let it be our problem. We’ll make sure things get done, and then you can get on with your life.

Let us know if this is something you'd be interested in

What else do you struggle to make time for?

The latest Modulus Blog - written by all about his experience moving house! 🏡

The do's and do not's when preparing for and then actually moving house.

💥Spoiler Alert…Don't break your wrist the week before...💥

Check out the link for the full story 👇🏼
https://www.modulusfp.com/2023/08/30/moving-house-blog/

We closed today for the 12th July Bank Holiday

Have a great day!

"How much should I be saving in my pension?"

"What's a good amount to have in a pension?"

These are questions we often get asked, but don't have an acceptable answer for. It's always "It depends..."

It's why you need the financial plan before we can give you the most appropriate advice

Do you know how much you need to save for retirement? It's a tough question to answer, but it's important to know how much you need to save so you can make a plan.

We can help you calculate how much you need to save for retirement. We'll help you understand the different options available to you so we can choose the ones that are right for you.

Here's 2 pictures showing very quickly how much I can afford to spend in retirement, and if I set an amount I want to be able to spend then how much extra I should be saving.

The Power of Financial Planning.

The Answer to the ultimate question of "Will We Be OK?"

Contact us today to learn more about how I can help you with your financial planning.