Ongoing financial advice

Your strategic financial adviser takes on the role of project manager for your wealth management and retirement planning. By working closely with you ― and where appropriate ― key personal contacts such as your accountant, they can help you take the steps to keep your agreed financial strategy on track.

Having professional support and assistance at key decision-making times and during legislative change can help reduce the administrative burden of managing your finances, allowing you to develop more confidence to keep progressing forward.

To find out more, please talk to one of our financial advisers.