Financial planner on why he quit his job for the sake of his family

A financial planner explains the changes he made for the good of his family's future.

Financial planner Dipen Tanna

"I missed out on precious memories during the early years of my son’s life while I worked in banking,” says financial planner Dipen Tanna.

Often working all hours of the week, he began to ask himself “What am I doing it all for?” He encourages anyone in a similar situation to ask themselves the same question.

He said: “Understanding your goals for your family is not just about financial or retirement planning, it is about defining the life you want to enjoy. For example, how much time do you want to spend with your loved ones between now and retirement?”

Being clear about the lifestyle you want for yourself and your loved ones and how you want to help provide for your children is the key to planning your journey through life.

“I have a five-year-old, so I know there are lots of things to think about. We want to do the best for them however, many people I help have little time to think about how they will achieve this.


Read the full article in Niche Magazine.