Capital Recipient Planning

Whether you’ve received an inheritance, sold a business or property or you’ve won some money in the lottery, your pleasant plans to spend it will become a burden of responsibility as soon as the funds arrive in your account.

The challenge of making a financial return, while protecting your money is front and centre.

Once the money is somewhere safe, (i.e. not being wildly spent), your financial planner will walk you through a short-term and long-term plan that is centred on your needs, while considering tax implications, lifestyle objectives and desires, estate planning and other considerations that you won’t have thought of.

Estate Planning

Will your assets pass to the important people in your life? Have you thought about a gift while you live? Have you thought about the tax implications of your estate? Use the 2-minute quiz below to see if you are prepared.

Pension and Investments

Is the investment return that you are seeking appropriate for your needs? Are you saving tax efficiently? Are your investments delivering what you need? See how you feel about these and other important questions with our 2-minute quiz.

Lifestyle Wheel

Use our lifestyle wheel to see what areas of your life could do with an overhaul. Remember life is not a rehearsal.

Financial Planning

Have you planned so that you can live the life you want to? Use this 2-minute test to see how you score against the main areas you can control to ensure you do.