Insurance and Investment Solutions
Our Services
Insurance
Protecting, your family, your business, your farm and you.
As you know, there is little point in working hard to create wealth for yourself and family only to see it whittle away though death, incapacity or illness. We take seriously the importance of investments that help create wealth, but equally we see insurance as something that cannot be overlooked. We have a significant reputation for the risk protection strategies we provide for our clients.
Benefits of Insurance Reviews
Insurance is an important part of planning for your future, without it an unexpected event may hinder you reaching your goals and enjoying your plans for the future. We are skilled in working with you to identify the best insurance solution to cover the areas of risk specific to your circumstances. Because your circumstances change over time, we recommend regular reviews to ensure your plan is always suited to your current situation.
Please contact us for more information!
As you know, there is little point in working hard to create wealth for yourself and family only to see it whittle away though death, incapacity or illness. We take seriously the importance of investments that help create wealth, but equally we see insurance as something that cannot be overlooked. We have a significant reputation for the risk protection strategies we provide for our clients.
Benefits of Insurance Reviews
Insurance is an important part of planning for your future, without it an unexpected event may hinder you reaching your goals and enjoying your plans for the future. We are skilled in working with you to identify the best insurance solution to cover the areas of risk specific to your circumstances. Because your circumstances change over time, we recommend regular reviews to ensure your plan is always suited to your current situation.
Please contact us for more information!
Investment
Your Financial Goals Are Our Priority
The investments we recommend are tailored for the specific client and what they want to achieve financially. When selecting investments to match our clients we use recognised external researchers that are specialists in evaluating investments.
Benefits of Using an Investment WRAP Account
One smart decision when it comes to investing is to use a wrap account. This one account can hold any investment and can quickly show the value of all portfolios. It takes care of all tax details, simplifying tax return time for you, or your accountant, and creates one easy to understand statement showing your exact portfolio at a specific point in time.
The investments we recommend are tailored for the specific client and what they want to achieve financially. When selecting investments to match our clients we use recognised external researchers that are specialists in evaluating investments.
Benefits of Using an Investment WRAP Account
One smart decision when it comes to investing is to use a wrap account. This one account can hold any investment and can quickly show the value of all portfolios. It takes care of all tax details, simplifying tax return time for you, or your accountant, and creates one easy to understand statement showing your exact portfolio at a specific point in time.
Financial Advice
Where appropriate we will take an holistic view of a client's circumstances. This means a comprehensive assessment of all aspects of the client's needs with regards to Investment Strategies - Retirement Planning - Personal Risk Management: Ill Health, loss of income, death and disability. This approach results in the identification, and assessment, of a client's current position and their short, medium and long term goals. A suitable plan can then be designed to assist in the areas of both Risk Insurance, and Investment Strategies, to ensure that a client has a comprehensive plan which will assist them in achieving their goals.