Meeting people and ultimately helping clients keep assets safe for their family and those they love, by putting as much protection in place as possible while they are still able to do so. During your lifetime it is essential that you have full access to, and use of, your assets, so that your quality of life is not jeopardised. This is particularly important during your retirement when the ability to replace capital is significantly reduced.
Effective planning should not involve ‘giving it all away’ or putting your own financial security at risk to benefit your future beneficiaries. It should, however, give you the peace of mind of knowing that whatever happens in the future, you or those that you trust, will remain in control of your assets and that you will not lose control to the State.
Now that's Peace of Mind!