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
- income planning and asset management
- assets and the home you own
- pre- and post-nuptial agreements and wills
- mergers and acquisitions