Wealth Maximisers Planning for the post work future

40’s to 60’s

  • Debt elimination
  • Asset protection
  • Life Insurance and Income Protection
  • Ethical investing
  • Tax effective strategies
  • Transition to retirement planning
  • Inheritance issues
  • Estate planning
  • Financial assistance to family
  • Business / career exit strategy
  • Healthcare
  • Long-term care planning – parent and self
  • Lifestyle – family enjoyment and reward

Get in touch today