Financial affairs can be complex. Working out if you are paying too much tax and keeping track of fragmented investments can be difficult at the best of times. But keeping on top of these things is vital if your plans for the future are to be realized and you and your family protected over the long term.
You may not even have a financial plan, or you may have taken advice from a number of sources independently of each other. But whatever your situation, there is an easy way of ensuring your financial arrangements are right for you.
A Financial Health Check provides a comprehensive and objective review of your financial situation and will bring clarity, focus and simplicity to your affairs.
It will give you confidence that your retirement, investment, estate, tax, business planning, educational savings and insurance strategies are efficient, optimal and meet your objectives.
This is especially so if you are a business owner, an executive with a complex compensation package, or recently widowed or divorced.