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Preserve
Your Wealth
Enhance
Your Wealth
Transfer Your Wealth
to Family/Others
Protect Your
Wealth
Charitable
Giving
ABOUT ME
"I help successful people with complex family and financial situations, simplify their plans and get ahead financially while avoiding any big mistakes".
- Warwick Walker
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Business Owner I Financial Adviser
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How I Can Help
Having been in the financial services industry for more than 20 years, I’ve been able to identify five of the most typical and vexing areas of financial stress my clients face when looking at their financial security and their families future. Over the years, I have worked with countless successful clients ensuring they achieve security and certainty for their wealth and for the future of their loved ones.
Protect your wealth
Catastrophic loss, health-related setbacks, life-changing events. Business disputes, children’s spouses, potential ex-spouses, identity thieves and scams.
These are all endless and increasing worries. So how do we protect against these factors?
Mitigate negative impacts
Tax can eat up a great deal of our wealth, so how do we minimise the impact tax has on it?
Transfer your wealth
How do we leave a legacy to our loved ones in the most tax-efficient way with minimal difficulty and cost?
Contribution
How do we look beyond our own families and support our community?
How do we contribute to the world at large?
How do we choose an appropriate means of giving, and how do we select the causes and organisations that will have the most significant impact?
Preserve your wealth
Preserving wealth is not just about protecting your money. It’s about having enough money to fund our lifestyles, however extravagant or simple that may be, whilst also assisting children with first homes, supporting elderly parents or funding grandchildren’s education.
When there are financial setbacks, which there always are, how do we preserve our wealth while still living the life we want?
As a financial adviser, it’s my job to smooth the road for these common issues.
So how do I do that?
I help people...
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Make good investment decisions, consistent with their cashflow needs, time frame and ability to accept volatility.
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Work out how much they can use to fund their lifestyles without the fear of running out of money or sacrificing their strong financial position.
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Enhance their wealth by minimising the impact of tax. Set up succession plans for the transfer of wealth to benefit those they care about, to the fullest extent possible.
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Control risks via the best of ownership structures and agreements to put their wealth beyond reach of others who may seek to take it.
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Help them navigate or set up a charitable gifting programme.
My Promise to Listen, Analyse & Simplify
Listen
It is all about you and/or your family and what you want to achieve. It's nothing about what I might think at that stage, what investments are out there, or focusing on the past. It is about listening to your goals and what you value most in life. You cannot change what has happened in the past so it is better to plan based on looking at the future.
Analyse
There are thousands of options but finding the one that suits you and your family, your relationship with money, how much money and time you've got, will help determine those that best fit with your goals and values.
Simplify
Now that I've listened and analysed, it's all about presenting the best option back to you in a way that makes sense to you and is in a way that you can follow. Simplifying things also includes holding your hand into the future to ensure everything remains simple and relevant.