Wealth Management & Financial Advice

A road-map for the rest of your life

Wealth planning for retirement is like a road-map for your financial future.

A properly developed financial plan will enable you to have clarity in your financial future that will provide you with a degree of comfort, knowing that you will be in a secure position in your retirement years.

Proper wealth management and planning ensures you don't leave your golden years to chance rather, it's all about having confidence in your financial future.

Who needs Wealth Management?

If you fall into any one of these categories, you will benefit from our Wealth Management expertise;

• You are retired or may be approaching retirement
• You have cash on hand and are not sure the best way to grow it
• You might be empty nesters in your mid-late 50s
• You may be in a transitional phase e.g. selling your business
• Or you may be paying too much tax and wish to minimise this

Some of the areas that we specialise include:

• Self-Managed Superannuation Funds
• Tax minimisation
• Investments
• Retirement planning
• Estate planning and succession
• Insuring against the unexpected

Start your journey to financial freedom today by contacting Rhodes Docherty.