You are highly successful in your professional career and you’ve worked incredibly hard to get to where you are. You’ve paid off your mortgage and now you seek to turbo-charge your retirement savings. You’re time poor and you want peace of mind your wealth is working hard for you. You want confidence about:
- Do I have the right cover and level of insurance to protect me and my family?
- Am I creating significant wealth outside of my home?
- Do I have a retirement plan in place that enables me to confidently retire when I want to?
- Will I receive independent, expert financial advice?
- Will I get exposure to best of breed investments?
- Will my wealth be passed onto my family in the most tax efficient way?
To arrange a confidential initial discussion:
Tim shares his views