Family and Business Protection: While you can not predict the future, you can protect your family and business in the event of unforeseen events such as death, serious illness or accident. Knowing you are protected, allows you to manage your future with confidence. Learn more about our protection services here.
Retirement Planning: We work with construction professionals approaching retirement. There are many important decisions to be made in relation to the structure and timing of your benefits and when to take them. We will guide you in making these choices and help you maximise the tax efficiency of your retirement strategy.
Post Retirement Management: When our clients retire, they safe in the knowledge that their retirement fund is managed wisely. We help our clients determine the optimal drawdown approach, develop an appropriate post-retirement investment strategy and help plan their wealth transfer in a tax efficient manner.
Investment Management: We help our clients to manage their investment assets wisely, ensuring they maximise their wealth in a risk-controlled manner. Our team of consultants work with clients to identify clear investment goals over multiple timeframes and design strategies to help them achieve their financial goals.