Our method of engagement incorporates a comprehensive financial needs analysis to establish shortfalls or over exposure to various instruments within your portfolio. The analysis will indicate outdated, incorrect or sub standard; legal, estate and tax structuring.
All aspects of financial planning are included when deriving your tailored financial strategy.
The fundamental building blocks include:
• Investment Structuring
• Health Care Provision
• Estate Planning
• Legal Application
• Accounting Implementation
• Risk Assessment
Appropriate Financial products or instruments are then used to implement and facilitate the strategy required, whether individual or business planning. These products include:
|Life Cover||Disability Cover||Severe Illness Benefit|
|Income Protection||Future Cover||Health Care|
|Unit Trusts||Retirement Funding||Retirement Preservation|
|Retirement Income||Asset Purchasing||Income Plans|
|Short Term Cash||Medium Term Diversification||Long Term Equity|