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While you’re looking after your clients who is looking after you?

Life Events & Challenges Tailored Solutions

As a Doctor, Dentist, Lawyer or other professional person running a small practice, we recognise that time is at a premium. In some cases professional people don’t dedicate the time to address their own specific needs relating to personal risk management, estate planning, wealth preservation and protection.

Key challenges include:

  • Time Poor
  • Build, protect and manage wealth
  • Lifestyle cash flow
  • Maintaining discipline
  • Options in planned and unplanned scenarios

The type of significant life events we have found professionals running their own business experience include:

  • A change in marital status
  • Managing the transition to having a newborn child
  • A business expansion, merger or sale
  • Business shareholder and funding agreements
  • Children move out of home
  • Business succession planning
  • Liquidity events
  • Loss of a spouse or business partner
  • Downsizing their living arrangements
  • Retirement
Helping and protecting your family

Being in a position to help one’s family at various stages of life, is an important factor in the preparation of any sound financial plan.

Key considerations include:

  • Cash flow and budgeting
  • Education funding
  • Setting objectives
  • Assisting parents
Protecting and enjoying your lifestyle

Securing the lifestyle to which we aspire requires an enormous investment in time and effort. Whether you are still working towards this end or are enjoying the fruits of your labour, protecting a quality of life is critical in the face of all of life’s ‘what ifs’.

Key considerations include:

  • Family security
  • Planning for life’s ‘what-if’s’
  • Protecting income
  • Savings discipline
  • Long term care
Achieving financial comfort

An important foundation stone for a quality lifestyle, financial comfort offers security and freedom, reduced stress and more time to spend with the people that matter and doing the things you love.

Achieving financial comfort requires attention in the following areas:

  • Management of risk
  • Financial well-being
  • Investment strategy
  • Investment portfolio
  • Loan structure
Planning for the expected and unexpected

A sound financial plan must be structured according to your individual needs and must allow for appropriate contingencies in the event of any unexpected occurrences down the line.

Key considerations include:

  • Wealth management
  • Tax planning
  • Asset protection
  • Future expenses
  • Retirement income and planning
  • Generational change
Building a legacy

It is a great comfort to know that even beyond our own lifespans we are still able to contribute to the growth and happiness of our children, grandchildren and others for whom we care deeply.

Key considerations include:

  • Wills
  • Powers of attorney
  • Guardianships
  • Gifting
  • Charitable trusts

Being in a position to help one’s family at various stages of life, is an important factor in the preparation of any sound financial plan.

Key considerations include:

  • Cash flow and budgeting
  • Education funding
  • Setting objectives
  • Assisting parents

Securing the lifestyle to which we aspire requires an enormous investment in time and effort. Whether you are still working towards this end or are enjoying the fruits of your labour, protecting a quality of life is critical in the face of all of life’s ‘what ifs’.

Key considerations include:

  • Family security
  • Planning for life’s ‘what-if’s’
  • Protecting income
  • Savings discipline
  • Long term care

An important foundation stone for a quality lifestyle, financial comfort offers security and freedom, reduced stress and more time to spend with the people that matter and doing the things you love.

Achieving financial comfort requires attention in the following areas:

  • Management of risk
  • Financial well-being
  • Investment strategy
  • Investment portfolio
  • Loan structure

A sound financial plan must be structured according to your individual needs and must allow for appropriate contingencies in the event of any unexpected occurrences down the line.

Key considerations include:

  • Wealth management
  • Tax planning
  • Asset protection
  • Future expenses
  • Retirement income and planning
  • Generational change

It is a great comfort to know that even beyond our own lifespans we are still able to contribute to the growth and happiness of our children, grandchildren and others for whom we care deeply.

Key considerations include:

  • Wills
  • Powers of attorney
  • Guardianships
  • Gifting
  • Charitable trusts