We work with people planning for retirement, small business owners, and individuals with complicated affairs. We have chosen to specialise in these areas to ensure we can provide the highest level of technical knowledge to a specific group of people. We do not at this stage accept new clients outside of our specialisations
We spend considerable time in the first meeting getting to know you, your family and how it is that you are where you are today financially and personally.
We will discuss in detail some of your key focus areas over the next few years and then also look longer term to what you want to achieve whether it be retirement, philanthropy or continuing to work ongoing.
We will also request various items of financial information from you and third parties for us to build a clear picture of where you are at financially.
The first meeting is also an education session where you are free to ask anything want and we will cover a number of key financial planning strategies.
Our first meeting is free of charge.