How it works
We’ll help you learn what changes might improve your tax situation, what rate of return you’ll need to earn to achieve your goals in the time frame you’ve set. We’ll even point you in the right direction for quality estate planning advice and tax planning services.
Your initial meeting
Your first meeting is a chance for us to get to know each other and make sure that you’re comfortable partnering with us to plan your future. We’ll ask about your personal life goals and your current financial position.
Applying the information to your needs
Using the information you’ve provided, we’ll look at five key strategies of creating and managing wealth. These include:
Protecting the assets you already have
Investing in your future
Managing your debt
Managing your taxes
Managing the use of funds during retirement
Based on your financial situation, we’ll suggest some financial strategies around these building blocks to help you make informed decisions about how to invest and protect your money.
A plan optimized for you
Taking into account your preferences, personal style and sensitivity to risk, we’ll create a personal financial plan for you to consider and discuss. This may include a mix of financial strategies and a recommendation of appropriate products for you. Once you’re happy with your plan, we’ll implement your strategies.
Refit and review
Just as markets move and change, so do your circumstances. It’s important to review your plan regularly to make sure you’re still getting the most from your money and that your plan continues to provide what you need. Long-term relationships are important to help you reach your goals as efficiently as possible.
Get Started
Contact us to get started with your financial plan, to secure the retirement you’ve dreamed of.
