Planning for Retirement

We help you create financial certainty. Our advice and consultancy services help you protect what you have worked hard to build, and enable you to enjoy your retirement, on your timing.

Our services also include planning for the transfer of wealth, creating certainty for the future, for your loved ones and future generations.

Retirement planning

Estate Planning

A well thought out estate plan is central to protecting those you love.  To effectively plan for the transfer of your wealth, we take the lead on integrating a multitude of service professionals, such as your accountant, and solicitor, to ensure your plan is holistic.

Create a Legacy

Managing a lifetime of financial assets is complex for even the most adept investors.  Preparing to live on those assets you have accumulated can be daunting.  We bring to the table an experienced team, insights based on experience, a philosophy of long term planning and a hand to hold as you transition to retirement.

Business Succession Planning

Building a successful business brings the potential to create significant wealth for you and your family, now and in the future.  It takes careful planning to maximise that potential, and unlock the value you have worked so hard to create.

Endowment

The benefit of an endowment is to ensure against the future, by diversifying income and reducing dependency.  These can be created for individuals or for groups of individuals.

Philanthropy

One of the most valuable assets you give to your future generations is a set of ideals you’ve built throughout your lifetime.   Leaving such a legacy requires just as much careful planning as the transfer of material wealth to your loved ones.