WE SPECIALISE IN HELPING
Affluent Individuals & Trustees
Business Owners & Executives
Pension Investors
Expats & Foreign Nationals
At the heart of lifestyle financial planning is the view that your money should support you to “achieve and maintain your desired lifestyle at the earliest opportunity.” Lifestyle financial planning is the co-ordination of your financial assets to help you achieve your goals in life, and to make sure that there will always be enough money to maintain your lifestyle, however long you live.
WHO WE ARE
Multi award winning financial planners, part of an elite group of financial advisers to hold both the Certified Financial Planner licence and the Chartered Financial Planner designation.
Our Services
Lifestyle Financial Planning
At the heart of lifestyle financial planning is the view that your money should support you to “achieve and maintain your desired lifestyle at the earliest opportunity”.
The Affluent Wrap Portfolio Service
You may own a mixed bag of financial products, would be better if you could have your financial arrangements in one place so that you can see the “big picture” of your finances?
Lifestyle Financial Planning uses highly sophisticated lifetime financial forecasting software to help you answer questions…
How much money do I need to achieve my goals?
When can I afford to stop working?
How much can I give away to my children and still maintain my lifestyle?
How much investment risk should I take to achieve my goals?
How much do I need to sell my business for to achieve my goals?
Our Blog
News
The Government have imposed new rules on property investors. An additional 3% stamp duty, removal of the wear and tear allowance, restrictions on offsetting mortgage interest against your income tax on profits, all result in property