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Consulting on Technical Financial Planning

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Complex clients

It often happens that you find a client that has a complex situation.  Complex in the way their finances and estate is structured.  Complex in terms of the relationships and personalities that are involved.

Do these clients make you feel overwhelmed and maybe a little out of your depth?

We will consult with you and guide you on how to put together a financial plan for these clients.

Get in touch, we want to help

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Second opinion

On the other hand, you are confident with your plan, but you want to ensure you did not miss anything.  You need someone to play devil’s advocate.  You want a fresh pair of eyes to have a look or you just need someone to soundboard your ideas and thinking with.

We are perfect for this and have many years of experience doing exactly this.

Let’s discuss how we can help you

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Other Services

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Training Technical Financial Planning

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Financial Planning Systems

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