Develop and implement a diversified investment portfolio taking into account factors such as your investment objectives, risk profile and time horizon amongst others.

Nigel focuses his practice on individuals planning to retire soon or already in their retirement years. Helping to implement a financial strategy that will take you through these life stages in the most effective way based on your own personal situation.

We provide estate planning to assist our clients to get their affairs in order to avoid any detrimental complications or delays once they pass. This process helps to allow assets to move to the clients successor or beneficiaries in a seamless manner. This ensures your heirs are looked after and allows you to have peace of mind.

Tax planning is the process of organizing your finances throughout the year in such a way as to take advantage of the rules that allow you to maximize the amount of income you keep each year or potentially defer into the future. Strategies can be implemented based on your own personal financial situation.