We help you to pass on as much wealth as possible to your loved ones to make their lives more secure. Taxation, market volatility, divorce and other unexpected family circumstances can reduce the wealth your children and grandchildren ultimately receive. Over 20 years, we have developed the specialist knowledge needed to help you protect and share the highest amount possible with those you care for. Let us help you to have a fulfilling retirement and leave a more impactful legacy.
What We Mean When We Say Family Comes First
Some people see a financial planner because they want a more extravagant life for themselves. Lots of international travel, more houses, expensive gadgets...
While our clients certainly want to be comfortable and secure, their main joy comes from their family. And they want their family to be looked after when they’re not around any longer. Our clients are also usually quite frugal and not overly concerned with material displays of their wealth.
We show you how to build the maximum amount of wealth while also creating an effective plan to pass on the highest amount possible to your children and grandchildren. We also empower them so they use your wealth effectively. We help them to create a more secure and rewarding life.
We’re also a friend and advisor to you in your retirement. Over 20 years, we’ve worked with many clients in this key stage of their life and we know how to handle the pitfalls and take advantage of the opportunities of getting older.
This means advising you on investments, insurance, tax optimisation, superannuation and trusts along with the everyday decisions you have to encounter as you progress through your retirement.
We share your values of family, modest living and leaving a legacy. We believe we’re the best financial planner for those who are wired with those values and we’d be delighted to hear from you to share how we can help.