Planning for the future is challenging. We can help you design the lifestyle you want so you can be confident your savings will be put to best use. We can also help you structure how to pass your assets on to your family through Estate Planning.
Discussion Points We Can Work With You On
What age do you wish to retire?
How much money will you need to live on when you retire?
Will your current investments achieve the income you will need in retirement?
Do you have a current Will or Binding Death Nomination in place?
Do you wish to leave an inheritance and if yes, to whom?
Do you have other assets outside your business, to support your family in retirement?
Leaving a Job
Starting a New Job
Birth of a Child
Birth of a Grandchild
Family Member need age care advice
Death of a Family member
We will also work with you to understand your current financial position including;