RETIREMENT PLANNING

It is never too early to start financial planning for retirement. Our process will clearly illustrate your current position and will guide you to make sufficient financial provision to ensure you can maintain your lifestyle in retirement. Regular progress review meetings will assist you to remain on track and will allow any adjustments to be made in the light of changed circumstances, such as career progression, or changes in taxation or relevant legislation.

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Retirement Planning?

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Investment Planning

Involves the assessment of a person’s financial needs and objectives and how they will be met.

Estate Planning

Estate Planning is the process of making arrangements during a person’s lifetime for the disposal of their assets on death, in a manner that takes account of the needs of dependents, covers financial liabilities and minimizes tax liabilities.

Risk Planning

The purpose of risk planning is to protect an individual and his/her dependents from the financial impact of life’s unexpected events such as death, disability and critical illness.

Offshore Banking & Investments

This allows for global diversification of investment assets and currencies, plus the convenience of associated offshore banking services. Diversification is an essential component of sound financial planning.

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