We work in three key areas of support. Invest, Protect, Retire

INVEST

Our Investment Advisory service is as follows:

  • Investment Overview – we review and analyse a wide range of investment providers to recommend the most appropriate investment for your needs.
  • Risk Assessment – we provide comprehensive risk profiling to ensure your investment is tailored around your capacity for risk.
  • Investment Strategy – we outline a detailed investment strategy and fund performance illustrations in line with your goals.
  • Ongoing review – we provide ongoing advice with an annual review meeting to guide you through your Investment journey.

PROTECT

Protecting your assets and what matters most to you is critically important for your financial security.

We provide a Protection Assessment to identify possible solutions that will deliver financial security for you and your family in the following areas:

  • Income Protection – Income protection helps you maintain your lifestyle by giving you a monthly income if illness or injury prevents you from working for a period of time.
  • Life & Serious Illness Cover – Life assurance pays out a fixed lump sum in the event of death. Serious illness cover pays out a fixed lump sum if you are diagnosed with a specified illness covered by the policy.

RETIRE

Our Retirement Planning Service is as follows:

  • Investment Overview – we review and analyse a wide range of investment providers to recommend the most appropriate investment for your needs.
  • Risk Assessment – we provide comprehensive risk profiling to ensure your investment is tailored around your capacity for risk.
  • Investment Strategy – we outline a detailed investment strategy and fund performance illustrations in line with your goals.
  • Ongoing review – we provide ongoing advice with an annual review meeting to guide you through your Investment journey.

Financial Life Planning sessions can easily be conducted by / or in-person.

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