Financial Planning

Developing a financial plan takes time. The time taken will depend on your personal circumstances and the complexity of your affairs. The steps taken however tend to be fairly constant.

1. Setting your goals and objectives
2. Identifying your priorities
3. Reviewing your current position
4. Looking at your income and expenditure
5. Establishing your attitude to risk
6. Deciding on an asset allocation
7. Reviewing your structural options
8. Developing your strategy
9. Implementing your strategy
10. Review and update of your strategy

 

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Property

Whilst residential property is the obvious choice, consideration should also be given to commercial, industrial, retail and rural properties.

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Wealth Strategies

We believe that ‘direct investment’ is a transparent and cost-effective investment model.

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