Like construction financial planning is akin to building a house - its essential to get the infrastructure correct at outset - building on fine sand only leads to disaster.
In financial planning terms this means ensuring that adequate financial protection is put in place for you and your loved ones at outset.
The types of protection plans to consider include :
Our client review process will identify if any of these areas should be discussed.
independent, unbiased & impartial
holistic in nature
conform to regulatory standards
longevity - advising clients for +30 years
our process is simple, thorough yet easily understood
always act in good faith
ensuring you avoid harmful mistakes
always enabling & supporting you
"If required Paul [CSM] has the ability to simply deconstruct and de-mystify much of the technical jargon and terminology that surrounds financial planning issues into an order that is easily understood and interpreted."
Read more client testimonials.