Lifetime strategy report

For clients with more complex affairs or those that arrive with a disassociated collection of plans and investments we often recommend they commission a lifetime strategy report.

Recommending changes

This detailed report critiques a client’s current strategy and existing plans and investments and provides a recommended series of changes to help drive performance, mitigate tax, protect the family and the estate. This document will detail the strategy we recommend one adopts and provides the best possible platform upon which assets are managed in the future.