Once you are a client, you can be part of our ongoing, regular review service. These reviews are to make sure that the plans and products that were originally set up for you are still relevant with regards to changes in tax law and your personal situation. The services offered are:
- Financial Planning - Wealth Creation
- Life Insurance - Wealth Protection
Financial Planning – Wealth Creation
An easy way to think of this is to break your financial life into 3 major stages.
- Wealth Building Stage: where most of us need help with strategies to grow our wealth to achieve the lifestyle we want.
- Pre-retirement Stage: time to get our financial affairs in order, ready for retirement. Carey will help you answer the big question: ‘Will we have enough?’
- Retirement Stage: we reach retirement and our focus switches to maintaining our wealth to ensure we can maintain our lifestyle.
Life Insurance – Wealth Protection
While you can never predict what’s in store for your future, you can at least be prepared. We can help protect you, your family and your business against death, disability and major illness with life and income protection insurance. We will tailor-make a package that suits your personal and/or business structure.