Lyfords offers a full financial planning service including:
Identifying your issues and objectives and setting up plans to achieve them.
Do you need to fund an education plan for yourself or your children?
How much money will you need in retirement? Will your money last as long as you? We use software where we factor in investment growth after inflation and tax has been deducted. It is important to use realistic and conservative growth estimates in these calculations. Our job is to work with you to make your money last as long as you do.
Investment Recommendations for your short, medium and long-term goals
This is about having the right amount of insurance so that if you die or are sick or injured you will still be able to achieve your short, medium and long term goals and your family will remain financially secure.
We quote for all the major insurance companies and then discuss premiums versus quality of the product to help you make an informed decision. Note that we have no ties or obligations to recommend any one particular company, We are impartial.
You have worked hard to create your wealth so it is important that you protect it from ‘predators’. Family trusts and relationship property agreements should be discussed along with setting up enduring powers of attorney, wills and arranging guardians for your children.