I am an executive in a company

We understand that every CEO and executive has a different set of circumstances. Our experience is that CEO’s are generally time poor and don’t dedicate the time to address their own specific needs relating to personal risk management, estate planning, wealth preservation and protection.

Some of the key challenges include:

• Being time poor
• To build, protect and manage their wealth
• Executive remuneration strategies and structuring
• Cash flow management
• The potential for needing to manage a redundancy

Some of the significant life events we have found executives experience include:

• A change in marital status
• Managing the transition to having a newborn child
• Liquidity events
• Children move out of home
• Downsizing their living arrangements
• The loss of a spouse or an inheritance
• Retirement

An important foundation stone for a quality lifestyle, financial comfort offers security and freedom, reduced stress and more time to spend with the people that matter and doing the things you love.

Achieving financial comfort requires attention in the following areas:

• Managing your risk
• Financial well-being
• Managing your investments
• Saving for the future
• Loan structure