Professionals accumulating wealth
You’re planning for a bright and secure future – for you, those you love and the planet.
You may be...
You have plans for the future and a vision in your mind of the kind of lifestyle you’d like to enjoy. You just need some help working out how your finances can best support your aspirations.
About doing the right thing, protecting the planet for the generations that come after you and creating a more just and peaceful world. You don’t want to sit by and be a silent observer – you want to be an agent of change.
To make sure you’re doing the right things with your money and that it’s well-protected against potential risks in a fast-changing world.
How Emily can help
An opportunity to identify what you want your future to look like and how you can position your money to obtain it.
Cash flow planning
Make it easier to visualise and achieve your life goals with the help of sophisticated cash flow forecasting technology.
Make values-based decisions about where your money is invested and feel good about how you build your wealth.
Explore all the legitimate available opportunities to reduce your tax burden and direct your savings towards your goals.
Gain peace of mind that your loved ones won’t be financially impacted should you lose your health, livelihood or life.
How much should you be saving and are your current pension plans up to the job? I’ll provide answers to your questions.
See below testimonials from my clients