OUR EXPERTISE: Strategic Financial Planning
Insightful, strategic financial planning. It’s at the heart of everything we do at Progeny Wealth.
Our highly experienced wealth planners will ask the right questions, and then listen carefully to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, strategic financial plan that is designed to give you clarity and direction for your financial journey.
Our innovative advice is based on researching a wide variety of tax-efficient wrappers and investment frameworks to find the most appropriate solutions that suit your needs. These may include investment services, retirement planning, tax structuring and protection strategies.
Your objective-based financial plan will form the nucleus of an ongoing relationship that is intended to remain as a constant throughout your lifetime. Our wealth planners work in harmony with other skilled professionals within the Progeny Group (or your own existing ones, if you prefer) to ensure that all aspects of your financial plan are implemented and reviewed to ensure that they remain relevant.