• 1

Financial Planning

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 The analysis will indicate outdated, incorrect or sub standard; legal, estate and tax structuring.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