The saying goes that “there are two things you can be certain of, one is death and the other is paying tax”, the saying could not be closer to the truth. A full review of your current investments will illustrate how tax efficient these investments are. Clients will be guaranteed that the products they invest in are the most tax efficient at that point in time. We have a personal saying which is “pay yourself first before you pay the tax man”.
Our goal around investments is to ensure that our clients have a healthy discipline in creating wealth not only for themselves but also build up enough wealth in order to leave a legacy behind for all their loved ones.