WHO SHOULD YOU HAVE AROUND YOU

Who you should have on speed dial

Experts and professionals, Qualified to assist

Getting the right assistance is very important. Getting professional assistance is vital for your financial, physical, and mental well-being. Don’t leave it to chance or hearsay. Find the right professional for you.

LAWYERS

The legal profession covers a wide range of services including Estate Planning, Deceased Estates, Elder Care, Property Law and Conveyancing, Family Law,.

FINANCIAL PLANNERS

Before you retire it’s a good idea to find out about the impact of your current assets on future tax and work out what you need financially to have a secure future.

ACCOUNTANTS

If you earn an income then understand all the implications. You may think that working part-time won’t incur tax however what else needs to be considered.

INSURANCE

Insurance is an area we often forget. We insure our homes and their contents but what about you personally? Insurers cover most aspects of your life and can also look after your loved ones.

PENSION ADVISOR

Did you know that there are professionals that are experts in all things pension? They know the answers, they know the people to talk to, so you don’t need to wait on the phone or in a queue.

REAL ESTATE ADVOCATE

An independent real estate advocate by your side ensures that you will make educated choices. Up-to-date expertise when it comes to buying or selling your home or acting as an Executor.