If you want to get physically fit it is generally smart to find a personal trainer to set up the right thing for your body and your wishes. Let’s face it, how many people look exactly the same and have the same bodies.
Your finances are similar, in that you should have a financial mentor who takes into account all of your financial details and looks at you personal needs and goals, so that you can have the right financial plan to get to where you wish to be. It needs certainty of success, backup strategies if anything changes in the meantime, strong track record, and be based on conservative calculations.
It has to start with where you are today, and see what investment strategies you could look at.
Are you a qualified accountant, used to reading financial analyses? Do you know the ins and outs of financial funding such as rates, costs, availability, etc? How familiar are you with all the investment products that are out there?
Same message as we keep on having to tell you. Ask Ian for his advice. It will only cost you the price of a coffee, and he likes his weak and black – no milk, no sugar, no fuss.