We are financial planners.

Our planners use their expertise, knowledge and experience to address your immediate financial concerns whilst securing your long-term future by developing a financial plan, including a Lifetime Cashflow Forecast.

Lifestyle planning helps to answer some fundamental questions, including:

• Can you live your chosen lifestyle in the short, medium and long-term?
• Can your assets be used to improve your current standard of living?
• Will your family be financially secure if you cannot work or die prematurely?
• Are you on course to achieve your retirement goals?
• How much do you need to sell your business for to have a comfortable lifestyle in retirement?
• When can you afford to retire?
• Could your existing asset base allow you to retire now?
• Will there be a time in life when you run out of money?
• Can you afford to give money away and still live your desired lifestyle?

Our financial planners follow a five-stage process:

1. Discovery
2. Plan development
3. Delivering your financial plan
4. Implement
5. Forward planning meetings

To discover more about our financial planning process, click here.