Retirement and Succession Planning unfortunately are all too often put into the too hard basket. We encourage our clients to develop a retirement plan early in their working lives and to focus on the financial impact that an unexpected change in business ownership may have on them and their families.

Services & Features

Our Services

  • To work closely with our clients to develop a personally tailored plan to provide sufficient funds for retirement and the appropriate structure for succession planning


  • Tailor an individual investment strategy to suit your life-style needs & passions yet allow sufficient funds for your retirement
  • Assess your asset and liability base together with banking and finance arrangements
  • Devise an appropriate investment structure to minimise costs and risks

Benefits & Results


  • The security of knowing that you are prepared for the unexpected
  • The knowledge that your retirement will be well funded
  • Reduce financial costs and taxation should there be an unexpected change in management


  • Creates an income stream for your retirement sufficient to sustain your life-style
  • The satisfaction that you have structures in place in case of an emergency