Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment portfolios and ongoing service to help you achieve your financial goals.
Before investing any money, it is crucial to understand a client’s goals, tolerance for risk and time horizon. These factors are measured against our extensive knowledge of investments. Only then is asset allocation and diversification considered.
Irrespective of the stage of life you are at, it is important to receive expert and professional advice on your pension plans and requirements. Whether you need to set up or review existing retirement planning strategies, for you or your family, Lifecare can help you make the most of your retirement opportunities.
Advanced planning will help you to manage future education fees and prepare you for unexpected expenses. Expat children often have access to unique educational opportunities that can have a significant impact on their lives. Although the costs may be higher than your home country, by planning, over time you can save for these additional costs and minimise the impact on your day-to-day living.
Inheritance tax can cost loved one’s hundreds of thousands in the event of your death. We will work with you to examine if you will pay inheritance tax and to consider what you can do about it.