Modular Financial Planning
Have a particular issue to discuss? Project-based planning aims to target a specific issue, and provide actionable recommendations to ease your mind. Some examples include (but are not limited to):
Life Events
Buying a new home
Becoming a new parent
Getting married or divorced - how do I navigate this?
Providing for your children's welfare and education
Inheritance planning
Financial Management
Day-to day cash flow management
Reviewing & creating the ideal savings plan
Reviewing your debt
Leaving a company / being packaged out
Investments & Asset Allocation
Tax efficiency of non registered assets
Asset allocation and portfolio risk management
Making savings into the right tax structures
Tax implications of various transactions
Personal Insurance Analysis
Life, disability, critical illness review
Group benefits review
Insurance needs analysis
Existing insurance policy review
Estate Planning
Education on estate planning
Planning your personal goals for your estate
Gifting and transitioning your wealth
Philanthropy and charitable giving