Oops!

This week didn’t begin so well for me, with the contents of my recently prepared cup of tea launching itself over my laptop (perhaps encouraged somewhat by my misdirected hand).    As I watched the hot liquid seeping into the shiny keyboard my lightening reactions were to no avail; the laptop’s fate was sealed.  Even a night spent with the content of a 2kg bag of long grain rice didn’t manage to revive it.  I had to face the fact that the laptop was gone and heading for a secure recycling facility in the not-too-distant future.

Given that so much of the work we do now depends on IT hardware and software this could potentially have thrown a huge spanner in my working week.

Planning & being resourceful

However, being the resourceful team that we are our prior planning helped prevent near disaster.  Using one of the tablet’s that we take to our client meetings (which allow us to cut down on paper waste and illuminate our financial plans and cashflow projections) I was able to log into our secure cloud-based IT and hey presto I was back up and running.  All my documents had been safely stored and I was able to recall and continue my work (with a fresh cup of tea – this time placed at a safe distance).

That very same day I had conversations and arranged meetings with two new enquiries, completed two client advice letters and wrote this very blog.  Reflecting on the day it reminded me of how important financial planning is. If you are prepared with a robust financial plan, review and refresh on a regular basis and have access to updated information even when circumstances change you will find that you will be well placed to cope with all eventualities.

WKM’s passion

Our passion is to provide clients with well-structured financial plans that can weather the storm. Through careful fact finding, we identify your objectives and develop a strategy to meet your goals. We test these plans with robust cashflow analysis and keep you updated through our innovative WKM App.  Importantly we are always here to help when needed and as we can draw on a combined 100 years’ experience in financial planning and investment management our knowledge coupled with technology allows you to continue to……

Enjoy the journey (even with a hot beverage)