It's important to create a plan that outlines how your wealth will be passed on to your preferred beneficiaries. We help you determine how much money you need to live on and what you can reasonably pass on. We also help you to avoid some of the pitfalls of taxation, market volatility and lifestyle events (such as divorce) in order to preserve as much of your nest egg as possible for your children and grandchildren.
PLAN YOUR LEGACY
Our clients’ main concern is usually to ensure that their families are secure once they are no longer around. But how do you do that?
Greg Ryan
Director and Financial Adviser