Personal Planning

tropical location with planning text

Personal Financial Planning

Where do we start?

We start with a clean white page. There is no hidden agenda. We are not tied to any single bank, trust, insurance or investment company. So, when you sit down with one of our advisors to plan your financial future, we’re only interested in what’s best for you.

What is financial planning?

Financial planning is a process that has several stages, with each stage designed to achieve a set of objectives. We begin by identifying your short and long-term financial goals, risk tolerance, tax considerations and investment preferences. Based on this analysis, we draw up a strategy tailor-made to fit your unique requirements. We’ll discuss this with you in detail and – once you’re fully satisfied – your plan will be put into action.

We’ll then contact you periodically to review and monitor your plan. If your circumstances change, we’ll recommend adjustments to keep you on track.

Every client is unique, and every plan we implement is different, but our purpose is always the same: to create a structured road map that will help guide you towards financial independence and peace of mind.

Some of the main areas in which we can provide you with advice and assistance include the following:

  • Strategies for wealth
  • Tax planning
  • Preparing for retirement
  • Estate planning