If you are a business owner or senior employee keen to build your net wealth, we are keen to work with you.
Financial Planning is an incredibly broad profession covering those just starting out in the workforce all the way though to retirees.
As with many professions, the rules and considerations vary dramatically with stage of life, income level, available assets, whether you are in business or an employee and even your attitudes to risk.
For these reasons, most Financial Planning practitioners specialise and I am no different.
RHL Group and in-particular RHL Financial Services, specialises in the wealth building phase. This means we deal mainly with people in the 35 to 65 year age groups and either well established as a senior employee or business owners. My experience, training and business divisions are ideally placed to help clients build their wealth.
Key areas we can assist you include;
- wealth creation strategies
- tax optimisation,
- retirement planning
- personal and family protection
- budgeting; and
- goal setting
We work with you to create a strategy to suit your specific needs and future plans. During this process we cover 2 different types of advice;
- Strategy Advice: where you can save taxes, reduce costs, plan for deposits, limit capital gains, arrange an investment structure and reduce mortgages.
- Product Advice: where once you have the financial strategy then you may request product advice to make that strategy work, it’s at this step that we address fees, returns, benefits, and other factors.
We look forward to being of assistance and invite you to contact us for an initial obligation free meeting to see if we are the right fit for you. Contact us here.