Welcome to our Guide to Wealth Preservation. Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune. Inside our guide, we look at the number of key areas that will enable you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations. We understand that peace of mind for the future is essential. You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. But unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth today and for future generations and organise it to support your needs and goals. No matter what the current economic environment, adhering to a few sound and well-practiced strategies will help you to prepare for the future. While your individual situation will always have its unique qualities, our Guide to Wealth Preservation provides suggestions to consider as you review your own and your family’s protection plans. Financial protection benefits have become more important as financial foundations have shifted, government resources have been strained and costs have climbed. When people need them most, benefits such as disability, accident, critical illness and life insurance protect against financial hardships that can derail their stability. Being prepared for the unexpected will protect you and your family from sudden and long-term financial hardship. It goes without saying that we need to enjoy our wealth today, but at the same time ensure it remains there for us and our family tomorrow.
Welcome to our September/October 2023 edition. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial