The process of creating a financial plan helps you to identify what you need your money to cover, how long you need your money to last and how much money you need to have so that you can afford to live the future you would like to plan for. Our technology and expertise then produce a highly detailed analysis report to help you make decisions on the right investments, savings and expenditure to  keep your finances in line with your goals.

As part of the financial planning process we will run different scenarios through our state-of-the-art analysis software which will feedback for each scenario how long your money might last.  

The right plan for you will be chosen together based on what you would like to achieve balanced against your income stream, expenditure, savings and investment risk levels.

We focus on giving advice – not selling products. Our client referral rate is so high because our industry reputation speaks for itself. We pride ourselves on our technology and technical ability. We listen to our customers and work in collaboration. We hate jargon and buzz words and have built strong connections with our Global Partners. We really do go the extra mile to offer you the best advice and guidance to achieve your financial goals and dreams. The decisions are all up to you.

Our charging schedule is available here >

We keep our overheads low. For example we choose not to have fancy office space so that we can pass on that saving to our customers. 

• We specialise in ComprehensiveFinancial Planning including:
• Family and Business Protection
• Post retirement solutions (ARF’s and AMRF’s)
• Constructing efficient Investment Portfolios
• Self Administered Pensions, Pensions for elf Employed, Self Directed Pensions and Executive Pensions
• Redundancy and Pension Options