Who we work with
We work with clients in various life stages, from young professionals looking to build their savings and new parents planning school fees, to pre-retirees looking to plan future income and those building a legacy for the next generation.
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Our solutions may vary, but our core values remain steady throughout.
Typical life stages we work with
Every person is different and life cannot be broken down into repeatable stages. The following is simply to give you an idea of what some typical client situations might look like and how we might work with them.
Young Professionals
Young professionals can build a solid foundation by starting their finanical planning journey early. We highly encourage young people to reach out to begin this process.
Typical services: Budgeting, debt management, starting investments, insurance planning.
Mid-Career Professionals
Mid-career professionals are often balancing the demands of work and life and may be starting a family on top of it all. Financial planning is essential here.
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Typical services: Retirement savings, education funding, tax planning, wealth protection.
Pre-retirees
Late-stage professionals need to look ahead to plan their upcoming retirement. An income for life is not a small thing - especially when life expectancies are increasing rapidly.
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Typical services: Retirement income strategies, estate planning, investment consolidation, risk management.
Retirement
Your golden years should be free from anxiety. Financial planning continues into retirement, ensuring you have enough to last.
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Typical services: Income drawdown, healthcare/long-term care planning, legacy and estate management, tax-efficient withdrawals.
Legacy Planning
Legacy and wealth transfer can take many forms. Whether it's leaving something for your loved ones, or perhaps giving to charity, proper financial planning ensures this process is optimized.
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Typical services: Estate administration, trust creation, charitable giving, intergenerational wealth planning.