You work hard for your money; to secure a comfortable life for yourself and your family. That’s why it’s so important to ensure you protect the fruits of your labour and ensure your wealth is managed and distributed in the most effective way.

As financial planners, our part in helping with your estate planning is not in drawing up your will or legal documents, but understanding your investments, potential liabilities and tax obligations (such as capital gains tax). We can advise the best estate planning strategies from a financial perspective to ensure your investments, assets and financial structures are set up to yield the best long-term results for your estate.

With a solid financial plan in place, we can coordinate and implement your estate plan with an allied estate law specialist to help protect your wealth and provide for the ones you love.