Those building wealth
Feel in control of your financial future and understand how to create foundations that lead to long-term financial success.
Create a plan – and stay on track
When you’re busy building a career and family, spending your precious free time ensuring your finances are organised, is probably the last thing you feel like doing. We can take the strain and create a personalised plan to deliver your future goals.
Questions clients ask us
We know you will have questions. It’s our job to provide clarity so that you can make fully informed decisions about what’s right for your future. You may be asking:
Are my personal, financial, and retirement goals on track?
A financial plan is a crucial step in helping you see the big picture and how your assets can help you achieve your short-, medium- and long-term goals.
Is my money invested in the right way?
You may be wondering if you should make changes to your investment portfolio to increase your returns – or how you can go about building a portfolio with the minimum of risk.
Will I have enough money to retire at my preferred age?
For many of our clients, early retirement is the goal. And for many, working with us has allowed them to reach their goal much earlier than expected.
Would my family and I be able to manage if I was too ill to work, or if I died?
It’s not a subject many of us rush to discuss, but working with a protection expert will ensure you are covered against all of life’s “what ifs”.
How we help
Cashflow forecasting
Cashflow forecasting is a key element of the financial planning process. It will enable you to visualise how your income is likely to rise and fall at different points in your life – and, therefore, plan for long-term security.
Investment management
Once a financial planner has helped you map out your goals, they’ll make sure your money is invested in line with those goals and aligned to the amount of risk you’re comfortable taking.
With careful construction of a well-diversified portfolio, meticulously aligned to your personal long-term wealth objectives and appetite for risk, you can ensure your hard-earned money continues to work hard for you.
Pension and retirement planning
Whatever stage of life you are currently at, it is important to ensure you are putting enough away for your retirement. Pensions are simple in concept but can be complex in practice. It is therefore vital to seek expert advice to ensure that correct planning is arranged. Let us help you build a plan so that you can look forward to your future with peace of mind and confidence.
Protection planning
There comes a point in life for us all when we realise what could be at stake if the worst happened. For some it’s becoming a parent, for others, meeting that someone special, or experiencing a health scare. We’re here to help you protect what’s important to you with wealth preservation planning tailored to your personal circumstances.
Cashflow forecasting
Cashflow forecasting is a key element of the financial planning process. It will enable you to visualise how your income is likely to rise and fall at different points in your life – and, therefore, plan for long-term security.
Pension and retirement planning
Whatever stage of life you are currently at, it is important to ensure you are putting enough away for your retirement. Pensions are simple in concept but can be complex in practice. It is therefore vital to seek expert advice to ensure that correct planning is arranged. Let us help you build a plan so that you can look forward to your future with peace of mind and confidence.
Investment management
Once a financial planner has helped you map out your goals, they’ll make sure your money is invested in line with those goals and aligned to the amount of risk you’re comfortable taking.
With careful construction of a well-diversified portfolio, meticulously aligned to your personal long-term wealth objectives and appetite for risk, you can ensure your hard-earned money continues to work hard for you.
Protection planning
There comes a point in life for us all when we realise what could be at stake if the worst happened. For some it’s becoming a parent, for others, meeting that someone special, or experiencing a health scare. We’re here to help you protect what’s important to you with wealth preservation planning tailored to your personal circumstances.
Please note, the value of investments and the income from them, can go down as well as up, so you may get back less than you invest. Past performance is not a guarantee of future results.
For more information on building your wealth, visit the Resources section of our website, where you’ll find fact sheets and calculators to help you get started.
Your journey
From the initial meeting to successfully reaching your goals. How do we make it happen?
