The investment process starts by taking stock of your current position and answers the question “Where am I? “.  This enables you to get a clear picture of exactly where you are before you decide where it is that you want to go to. In many ways this is the most important step, for it means that the need to evaluate where you are has been awakened, and that you are prepared to scrutinise your position rather than turning a blind eye or avoiding the issue for whatever reason.

How McCarthy Group can assist:

We have a process that makes use of a workbook that is logically structured and that enables you to work through the process of working out your assets, your liabilities, your income, your expenses, your future earnings, your tax obligations, your savings potential, and what you would be able to set aside as discretionary income or surplus that could be used to support an investment.

McCarthy Group 2007