Asking the hard questions for your peace of mind.
“Will the state take my assets if I do not leave a will?”
“Does my ex-wife have a claim on my estate?”
“Will my children fight over the family home?”
Abandoning traditional financial planning models, we take our clients down a path less travelled for an exclusively tailored Estate Planning experience.
Insurance Planning
Insurance policies bundled with an investment element should be monitored periodically so you are not overexposed to certain asset classes that affect your entire risk reward profile.
Investment Management
Retirement Planning
The only way you can plan for the future is by being conscious of the present. Our ability to realign current spending habits with saving and investing is a balancing act.
Our emotional attachment to certain financial assets may cost us the opportunity to improve. This may complicate the planning of our future goals, like in retirement.
You worked hard all your life to have the wealth you have. Safeguard it for your loved ones. Estate planning is for everyone, regardless of net worth. Ensure who inherits what by writing your will.
Wills & Trusts