Wealth planning services to help you achieve your goals
Our independent wealth planning service* ensures all your accounts, plans and investments work harmoniously together to achieve your goals, from short-term plans such as education funding to long-term arrangements like retirement saving. Based on detailed conversations with you, we will focus on your priorities to align your finances to your current and future, personal and business needs, building a tax-efficient wealth management plan that leads you confidently toward the future you want.
Our key wealth planning services include:
- Retirement planning
- Estate and wealth succession planning (including family and business succession and next generation preparation)
- Later life care
- Protection services.
All under one roof and with our customary high levels of personal service.
The wealth planning advice service provided by our expert financial planners is ‘independent' and fee based.
*Wealth planning services will be provided by CG Wealth Planning Limited (CGWPL).
IMPORTANT: Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.