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 The analysis will indicate outdated, incorrect or sub standard; legal, estate and tax structuring.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:
| Insurance | ||
| Life Cover | Disability Cover | Severe Illness Benefit |
| Income Protection | Future Cover | Health Care |
| Investments | ||
| Unit Trusts | Retirement Funding | Retirement Preservation |
| Retirement Income | Asset Purchasing | Income Plans |
| Short Term Cash | Medium Term Diversification | Long Term Equity |