The term “financial planning” is a broad one, but one that can be briefly summarised as follows: analysing your current and future financial position by formulating and achieving short- and mid- to long-term goals.

You can come to us for assistance with any financial planning issue, including:

• social security and pensions
• tax aspects of estate planning
• investing
• income planning and asset management
• assets and the home you own
• pre- and post-nuptial agreements and wills
• mergers and acquisitions