At Which Stage of Life’s Financial Journey Are You . . . .
Creating wealth & building capital
Protecting your family & finances
Sharing your wealth
An Introduction to our Services - Planning Financial Freedom
Organising your affairs
To be financially well organised is an object of many yet achieved by few. We help our clients organise their affairs, create and protect capital and achieve their desired lifestyle. Our advice is pro-active, independent and objective.
The benefits to you
We help you to improve the quality of your life through better planning of your investments, your business and your financial and tax arrangements. Some people feel that their lives have become unbalanced and they are not enjoying the quality of life that they desire. They have assets but insufficient cash, the fun has gone out of much of what they do and they feel a need to develop their lives in a slightly different way. We can help do this.
People we advise
Most clients are company directors, members of the professions or private investors. Although many are entrepreneurs, some are very cautious investors. Most plan to be financially independent and want their families to be secure in the event of their death or disablement. They want to minimise their tax liabilities and have a good standard of living with a strong capital base, high income and sufficient quality time to enjoy the fruits of their labour.
Clear vision and peace of mind
We will review your existing arrangements and prepare clear financial statements to show your current and future cash flow and net worth. You have to know where you are now before deciding what needs to be done to achieve your future aspirations. We will help you to define and cost your desired future lifestyle and will use our sophisticated specialist software to create a computer model of your arrangements so that alternative courses of action can be explored and a plan developed which enables your objectives to be achieved.