Our investment approach leverages the efficiency of cutting edge technology with the oversight of experienced professionals to deliver an optimal investment service. Our Lifetime Cash Flow service sits at the forefront of our planning process. By plotting the various inflows and outflows over your lifetime, we can provide visibility on how decisions taken today can affect your future.
Our independent financial planners and tax experts will work with you to understand your current tax situation and your objectives. They'll then propose strategies to manage and reduce your tax bill. Fish Financial specialise in high net worth wealth management and the creation and protection of wealth for individual and corporate clients.
Our independent financial planners and tax experts will work with you to understand your current tax situation and your objectives. They'll then propose strategies to manage and reduce your tax bill. Fish Financial specialise in high net worth wealth management and the creation and protection of wealth for individual and corporate clients.
Services
Ian advises high net worth individuals and business owners on all financial planning matters with a focus on tax efficient investments and pensions. After qualifying as an Accountant and spending 4 years in industry, Ian enjoyed a 14-year career with ANZ Banking Group, including Executive and Country Head roles in the Middle East, Pakistan, Indonesia and Australasia.
Understanding a client's attitude to risk, and being able to construct, and monitor portfolios in terms of the risk/return trade off are the key attributes to delivering successful client outcomes over the long term. Our Cashflow Management service sits at the forefront of our planning process. By plotting the inflows and outflows over your lifetime, we can provide visibility on how decisions taken today can affect your future.
We believe that capital entrusted to us by clients is precious. We actively build portfolios from managers who are considered to be 'best of breed' across all sectors, geographical areas and asset classes for optimum results. You are right to expect high standards of due diligence in all that we do and portfolio construction and investment management is no exception.
We spend our lives working hard and trying to get ahead. Rarely do we stop, take stock, and consider 'how soon can I stop doing what I have to do and start doing what I want to do?' and 'how much is enough?'. Our Voyant Cashflow Management service sits at the forefront of our planning process. By plotting the various inflows and outflows over your lifetime, we can provide visibility and clarity on how decisions taken today can affect your future.
People are often confused about their pensions or have simply chosen to ignore them, not considering these as an integral part of their overall lifetime strategy. Performance that would not be tolerated elsewhere is accepted as inevitable. Often policies are scattered between multiple providers and they are left to interpret a bewildering array of paperwork.
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