Our approach is underpinned by sound Financial Planning principles, to help you make smart decisions about your family's finances and ensure you achieve your goals in life. Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA.
It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your 'plan'. We educate, inform and guide you, keeping you and your family on track financially and liaising with your other professional advisers as appropriate.
It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your 'plan'. We educate, inform and guide you, keeping you and your family on track financially and liaising with your other professional advisers as appropriate.
Services
Financial Planners of our calibre are a rare breed, but why should you accept less the best? With UNIQ Family Wealth you can be assured that your wealth is being by highly qualified and competent Financial Planners with decades of experience. We pride ourselves greatly on this. All of our Financial Planners hold the Diploma of Financial Planning and are Certified Financial Planners or in the process of getting the qualification.
As Financial Planners we will ensure that you have the best investment advice as part of your financial plan. Our investment approach is fundamentally based on some key values that we hold as a firm. Our investment philosophy is underpinned by our beliefs, the criteria we use and the discipline adopted.
Whatever great plans you have for your retirement, we at UNIQ Family Wealth are well placed to support and guide your wealth goals for the rest of your life. We are award-winning retirement planners recognised as experts in the profession. There's lots of flexibility about when and how you retire these days.
Family moments are priceless. But what would happen if you weren't there to cherish them? Careful planning can ensure that your loved ones are financially secure and that your business interests can continue to flourish. Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of their estate during life and after death.
Tax planning is the analysis of a financial situation or plan to ensure the elements of the financial plan are working together in the most tax-efficient manner possible. You can boost your finances with some careful tax planning. This will be an ongoing process rather than a one-off activity, because tax law is complex and never stays still for long.
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