Financial Planning for Major Life Events
Sometimes we work towards change, other times it takes us by surprise. Changes that impact us the most can be planned or unplanned, celebratory, or unwelcome.
At these times, decisions made in the moment can have a lasting impact. That is why it is important to consider the support and advice of a trusted Wealth Planner.
We can work with you, your family, and other advisers to build a wealth planning strategy designed to meet the challenges and opportunities presented.
Find out more about Retirement - Selling your business - Raising financially fit kids - Empty nest - Divorce - Becoming a grandparent
To book a consultation to discuss your needs, please contact us below.
Life events
1
Retirement Planning
Whether you are looking to continue to work in one capacity or another, embark on a new project or hang up the metaphorical suit for good, financial freedom allows you to choose the path you want to pursue.
2
Business Exit
With the right strategy in place, selling your business can be a hugely rewarding experience.
3
Raising financially fit kids
Raising children to understand the value of money can seem like a daunting task. However, it is (almost) never too young to start.
4
Empty nest
Whether your child is embarking on a new life at university, a new job, or buying a first home, you need a strategy for making this change a positive one for both of you.
5
Divorce
Getting divorced is rarely straightforward. Whether this is a positive step for you or a difficult change you need to adapt to slowly, we are here to help you think through the many financial considerations and decisions you will need to make.
6
Saving for grandchildren
There are many ways to support your grandchildren financially. Our guide provides an overview of some of the key considerations and solutions that are available.
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