With our years of Financial Planning Experience we help you get to and through retirement, by making your money work and sharing our knowledge.

Financial Planning

Acting in an independent manner we are able to comment on financial plans drawn up by accredited financial planners.

We do not offer advice directly as to the manner and type of investments but would facilitate the drawing up of appropriate plan.

This personal service would include:

• Meeting with the client to determine a holistic plan right through to the grave.
• Instructing financial advisors the requirements of our clients
• Meet with financial advisors
• Finalize an appropriate financial plan incorporating the best of advice from planners