Wealth Planning

wealth planning

Are your assets safe from potential creditors? If you have a will and a trust – do they fit together? More importantly do they provide the end result that you want!

Do you, or your advisor, look at your “whole picture” when putting wealth planning structures in place? Or has it been a piece meal kind of evolution?

The repercussions of inadequate wealth planning can be enormous. Through ineffective (or non existent) wealth planning, we constantly subject our entire estate and family's security to all sorts of risks. These risks include destructive taxes, mismanagement and downright neglect.

We often find that our clients’ wealth planning structures have been put in place in a very segmented way. Despite the professional expertise employed, no one has taken a complete overview of the situation. Nobody has looked at the “whole picture” and made sure everything fits.

Wealth Planning includes wills, trusts, power of attorneys, creditor protection, survivorship issues as well as your corporate and financial structures. We pull all these facets together for you and facilitate the documentation, from formulation to execution – every step of the way. Because we take account of each of these areas, we can ensure everything fits and works together to provide the end result you want!

If you want to make sure YOUR "whole picture" fits together... and works together .... you can email us now or call (09) 489 1650 to set up a phone consultation with David Martin. From there, if we think we can be of assistance, we’ll arrange a meeting.

There’s NO CHARGE to you and NO OBLIGATION – and there won’t be until such time as we have identified, and you have approved, a project that will enhance whatever it is you’re up to.

what our clients say ...

“I appreciated the fact that I was being given advice on the overall situation rather than

just the legal and financial areas ….” more ...

"...made us think about the future and bought up subjects we never really thought of, but in my opinion, were the most important of all. These included making sure our goals were in place, our retirement in sight, and our families looked after if anything happened to me or my business partner." more ...

"It is in invaluable to have a company like Full Focus take an unbiased overview of your business and look at the whole picture. Professionals like Banks, Accountants and Solicitors can be left to deal with their specific jobs.” more ...