FINANCIAL ADVICE & PLANNING

FINANCIAL ADVICE & PLANNING

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The Process of Realising Your Life Goals

With many dreams and aspirations, we help you identify your important life goals by understanding your unique individual needs and risk appetite. We then devise a robust plan that will guide you throughout your working life and into retirement.

We specialise in providing expert financial advice and investment solutions that can help you best prepare for surprises and economic downturns while building and maximising your wealth.

What You Need to Consider

Creating a good financial plan is not just about saving or investing.

  • It is about knowing yourself – your financial ambitions, your risk tolerance, your spending behaviour and your life goals.
  • It is about protecting the two most valuable things you have – your life and health and then investing to build wealth for the long term.
  • It is not one-plan-fits-all. Your life keeps changing and so do your goals. You need to review your plan regularly.

Life is a journey and so is your financial plan. Our team of professionals can guide you every step of the way.

A Journey for Life

Understanding your needs – At the beginning of your journey with us, we will take the time to get to know you, your unique needs and goals to gain a thorough understanding of your current financial situation. This will involve helping you to understand your attitude to risk and to assist in developing your objectives. This may cover many areas, some of which may include:

  • Your future retirement funding needs
  • Strategies for building wealth for your family’s future
  • Saving for your children’s education
  • Restructuring and consolidating your finances
  • Managing your cash-flow and budget
  • Insuring your family against personal risks
  • Protecting your assets through trusts
  • Issues and strategies for expatriates
  • Estate planning and charitable giving

Creating your plan – From here, our advice and research teams work together to design a financial plan to help build, protect and manage your wealth. This plan will step you through the strategies designed to maximise your current position and guide you through the investment options available to assist you in achieving your financial goals.

Putting your plan to work – After a thorough client consultation process and discussion of the financial plan, we implement the advice we have provided in accordance with your specific requirements. This may also include referrals to other professional services such as legal and accounting.

Monitoring your progress – The key to the long-term success of your financial plan is ongoing management. We commit to working with you to adapt your plan as your priorities shift over time and to help you realise your goals along the way.

Your plan will show you how we, as your trusted partner, will monitor, review and safeguard your future, ensuring changes in the economy, legislation and your personal circumstances are considered, and adjustments made where needed.

Planning financially does not have to be complex or time consuming. We have straightforward solutions that can make a big difference to your financial well-being and retirement. It is never too late to start.

Governance and Stewardship is Key

Investment governance and best-practice stewardship has been attracting a growing focus in the global investments landscape, and the world’s largest institutional investors have focused considerable resources on improving investment governance frameworks.

Good governance is more than just meeting regulatory compliance requirements. Identifying and implementing good governance frameworks into the investment process can demonstrably add value for clients over the long run. Conversely, poor governance can destroy value.

With this in mind, we set out foundations for improving investment governance, moving towards best-practice stewardship, and building investment processes that are clearly in the client’s best interest.

For us that means having defensible, repeatable and documented processes that give evidence of the advisor’s efforts to serve clients and manage both the complexity and uncertainty in meeting objectives.

We believe it is one of the key areas which our wealth advisory service sets itself apart. If you consider the quality of advice and the governance of managing your investments important, reach out to us below to learn more.

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