The first question clients ask - do I have enough money for the rest of my life? Many who come to us have had their heads in the sand for a longtime and are confused about their finances. We see our role as educating our clients on how to look after their money and give them clarity to make good decisions.
Whether you’re a successful business owner or individual, our role is to help you achieve your goals and reach financial independence.
Many of our clients have complex financial affairs and approach us because they’re struggling to keep track and manage them. Common examples are:
These are a few of the classic scenarios we handle.
Generally we are all living longer so the fear of running out of money in retirement is something we see on a regular basis, and that’s before we consider the impact of funding the long-term care we may need. We are here to take away this worry and help you take control of your finances so you can make smarter decisions about your future based on a clear and realistic understanding of where you are and where you want to be.
No matter where you are on your financial journey, we know your priorities and goals will change as you go through life, as will your circumstances. Whether accumulating wealth, living off your wealth or looking to pass money on, you need to know that whatever happens in life your family (and business) are financially secure for the long term.
That’s why we’re here, helping you to make the most of every penny. Below we have identified some of the key life stages our clients are at when we start on our journey with them.