Professionals
As a busy professional, you probably find that your personal financial planning falls further down your priority list than you’d ideally like.
Our job is to take the strain, ensure your finances are positioned to allow you to pursue your life and career goals, free up your time and give you confidence in your financial future.
Ultimately, our aim is to bring your money and your life into harmony, so that you can enjoy today, knowing that tomorrow is secure.
We will help you position your finances in the most tax-efficient way possible. If you’ve been presented with a large tax bill, we can help you utilise all available tax mitigation strategies.
We can help you plan your finances to support a private education, or university fees, for your children.
We will help you plan for retirement. Whether you’re looking to build an exit strategy to retire as soon as possible or retirement is still a way off yet, we’ll help you get on track and stay on track to the retirement lifestyle you want.
If you’ve received a bonus, payout or inheritance, we can help you explore your options and your goals, and where it’s the right option for you, help create and manage an investment portfolio tailored to your objectives and risk profile.
Meet Susan
It has been a pleasure to work with Sue and her husband Rob.
They are very busy professional people who I initially met back in 2008. Both Sue and Rob enjoy life to the full and play as hard as they work. They love to travel, and they enjoy attending shows and major sporting events.
Susan has a very cautious risk profile which means that all of my recommendations needed to be clear, easy to understand and straightforward. Of course, investment conditions are never guaranteed, but their financial plan is progressing well. I asked them to talk a little bit about their experiences of working with me.
