We all love our kids, and one of our main goals is to watch them grow up and be successful, even until after we're gone. However, with special needs children, the situation is way more nuanced. Let's take some time and discuss the most efficient ways to ensure the care of your special needs child should you pass away.
Read MoreEnsuring that you have enough money when you retire can be a daunting, and quite challenging process. Let's discuss retirement products, weigh up some pro's and con's, discuss the relevant income streams and how to manage the money, all while helping you set yourself up for a stress-free, prosperous retirement.
Read MoreSomething we devote a lot of our time worrying about is the question "will my family have enough money when I'm gone?". Well, with some clever planning and strategic decisions, this is very achievable. Let's take some time and explore the options that are available to you to take some weight off of your shoulders.
Read MoreAs with anything in the financial space, nothing is "cookie cutter". There's no one way of doing things. Let's sit and talk through this together, and hopefully arrive to a position where this is clearer to you and can help you make an informed decision in the future.
Read MoreWe all work with the intention of retiring as comfortably as possible, but we often come across a few obstacles and worries, one of which being the question regarding the tax in relation to retirement savings. Let's take some time and discuss how you can navigate your way through this, from the implications regarding estate duty, to considering a combination of different annuity types.
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