Our advice is centred around you. Your Life. Your Family. Your Goals. Your Aspirations. To truly understand where you want to go, we need to understand your foundations. We feel that our approach is centred on 3 core objectives:

lma-approach

  1. Advise: From the moment your adviser understands what you would like to achieve, the advice process has begun. This is the start of the road to financial freedom. Experience has told us that even the best laid plans will need refinement. As your circumstances change, your LMA adviser will adjust your strategy to ensure it remains true with your goals and objectives.
  2. Educate: Over time, good financial advice should equip you with the necessary knowledge to allow you to navigate through everyday financial situations. Remembering that, your Les Mumme & Associates adviser will still be on hand to guide you through all of life’s financial hurdles.
  3. Manage: Your Adviser will personally manage your financial strategy. This will allow you to focus on what’s most important to you: Your Family, your profession, your life.