OUR SERVICES
Retirement Planning
With 5-10 years to go until retirement age this planning becomes increasingly of importance. Areas normally include:
• Retirement income planning.
• Hedging against property value decline.
• Shortening property mortgage strategies.
• Compliant tax-exempt solutions and planning for moving abroad.
Build Assets and Accumulate Wealth
Whether you’re just starting with a savings plan, protecting your family financial obligations, or have accumulated a significant portfolio of assets, we’re here to help with strategic ways that may reduce your risk and save you time. Areas may include:
• Savings strategies
• Property investments
• Short and medium-term investment projects.
• Leveraged compounding with the bank as your business partner.
Legacy Planning and Wealth Transfer
After a successful lifetime of building assets and harvesting from them in retirement, it may be in your heart to pass on that wealth to your loved ones.
Areas may include.
• Wills and Trusts.
• Wealth Preservation and Transfer Planning.
• Leveraged Insurance for increased wealth transfer.