E-ADVICE
Financial Advice At The Click of A Button
It is my intention to make financial advice readily available to my clients and prospective clients all over the world. In doing so, I will be offering remote financial planning services to anyone who requests it. Simply select your area of concern from the the list below, answer a few questions and you will receive instant feedback with a solution tailored to your needs.
~ Each questionnaire should take no longer that 5 minutes ~
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NB: Whilst the advice I provide through this medium will be accurate, it is by no means a substitute for a thorough consultation which you can book with me here.
REQUEST AN EDUCATION PLAN FORÂ YOUR CHILDREN
By taking the survey below, you will receive a breakdown of costs for every upcoming year of your child/children's education. Included in the report will be a basic strategy to minimise the financial burden. This strategy can then be reviewed in detail later should you wish to explore your options for a structured savings plan.
REQUEST A RETIREMENT PLAN
Complete a short survey by clicking the button below and I will prepare a basic retirement plan to illustrate exactly what you need to have saved by the time you retire to live your whole life with a passive income that allows you to maintain the lifestyle you are accustomed to.
REQUEST A LIFE INSURANCE PLAN
Life insurance is often overlooked and almost always under-planned. When I plan for life insurance, I generally consider 3 key aspects:
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1) Are your obligations to the education of your children met?
2) Should anything happen to you, have you catered for any debt you may leave behind?
3) Have you planned for a means of replacing your current income (or a portion of it) in the event of your death to provide a regular income for your family?
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Take the short survey below and answer a few questions. You will receive an instant response with a recommended value to cover yourself for. I will then e-mail you a quotation within 48 hours from a well established, international life company to cater for your needs.