Balancing Success, Family, and Finances through Expert Financial Planning
Alex & Maya are a busy, successful couple in their mid-30s. Alex works for a US multinational company and Maya, a Barrister, is self-employed. The couple have two children, two properties, two mortgages, and a variety of investments, including stock options and crypto. They wished to make the best use of their resources and needed help to navigate complex tax issues. Despite their cost-conscious nature and interest in DIY investing, they realised they needed expert and objective financial planning advice.
Finding Time for Financial Planning Amidst a Busy Lifestyle
Alex & Maya’s primary goal was to receive high-quality financial planning advice that would help them prioritise their family and maximise their assets. They also wanted to ensure tax efficiency. However, they faced the challenge of being extremely time-pressed. They were too busy to research all the possible issues they might encounter, such as the US estate tax on Alex’s employer company shares.
Tailored Financial Advice & Future Income Maximisation
Our team of financial experts worked closely with Alex & Maya to develop a customised plan to suit their specific financial circumstances. We focused on their future income – their biggest asset. We provided advice on income protection, life assurance, and maximising their pensions. This included Additional Voluntary Contributions (AVCs) to their existing pension contributions.
Our comprehensive financial planning services ensured that Alex & Maya could balance their busy lives while effectively managing their finances.
Peace of Mind & a Well-Managed Financial Future
With our expert guidance, Alex & Maya can now enjoy the peace of mind that comes from knowing their finances are well-managed, and their goals prioritised. They can focus on their careers and family while trusting our team to help them make the best use of their resources and navigate the complexities of taxes and investments.
If you, like Alex & Maya, are seeking expert financial planning advice to maximise your resources and secure your financial future, our team is here to help.
Contact us today to begin your journey towards financial success and peace of mind.
