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Home When you need us

When you need us

We like to think that you need us all the time!, but there are certain financial events in the lives of our clients ( or potential clients ) when our years of experience  and our specific financial knowledge enable us to add very real value and make a difference, so please remember to contact us when  you are:

  • looking for better returns on your investments
  • wanting  to reduce your income tax
  • buying or selling a property
  • buying or selling a business
  • entering into a new business partnership
  • about to retire or preparing to retire within 5 years
  • reviewing your will
  • offered  an early retirement package
  • about to receive a cash inheritance