What We Do

What can Get Financial Advice do for you?

Whatever you want from your finances – from helping with the grandchildren’s education to maintaining your quality of life, our services will give you financial peace of mind. We’ll take the stress out of financial planning, leaving you to kick back, relax and enjoy life.

Here is how we could help you:

 

Couple on BeachMake Your Retirement Trouble Free

> Review your existing plans

> Define your goals, ideal retirement age and income desires

> Consolidate, manage and draw income at ideal, tax efficient levels

 

380x300_graphProvide the Best Investment Strategy

> We use a scientific risk profiling methodology

> Portfolio design & construction

> Portfolio monitoring with Quarterly updates

> Re-Weighting of asset allocation to benchmark each year

 

meetRemove the Hassle

> We take the complexity and hassle out of administering your financial life

> We sift through your paperwork so you know what to keep or destroy

> We promise to respond to calls and emails within 2 working days

 

picjumbo.com_IMG_6014Annual Reviews

> Completion of client annual review Preparation Worksheet

> An annual review of your Planning, dreams and goals

> Full update on your achievements and plans

> We implement changes as and where needed

 

11749_Theo-PaphitisAuto-Enrolment

> Identify your staging date

> Let you know exactly what you need to do and when

> Help you with the administrative burden

 

holiday_familyProtect Your Wealth

> Ensure your assets are going where you want, when you want

> Protect your assets

> Access to our bespoke tax Planning solutions

> Drafting of Wills

> Specialist trust advice and drafting of trusts