Wealth Accumulation & Investment Planning

The key to successful wealth accumulation is to set clearly defined and realistic goals and to then design a plan that will help you to achieve those goals.

We work with you to demonstrate that you can achieve both financial AND lifestyle success and help you to formulate a plan that focuses on both your financial and lifestyle goals.

Investments form an important part of most Statements of Advice and can include a wide range of investment types from income producing investments, such as term deposits, through to growth investments, such as shares and property.

We will work with you design a tax effective plan and an asset allocation strategy (i.e. the proportion of shares, property, bonds and cash) that is tailored to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments to achieve your goals.