skip to Main Content

Financial Planning

Your Trusted Financial Partner

Financial planning is an ongoing process that helps you make smart money decisions.

Our financial planning service is a process that identifies individual client needs, confirms client priorities and sets out a specific tailored financial solution to meet your requirements. Our highly qualified team of specialists are experienced in dealing with financial affairs at all levels of income, will keep you up to date on the issues affecting you. Because we are independent, we can offer you unbiased investment and wealth building opportunities.

We know that protecting your wealth is important to you, and that is why we make it our personal responsibility to craft strategic, personalised financial plans. By helping you manage your finances, we ensure that your money is working as hard as it possibly can for you.”

Personal Financial Planning Services

Our experts will consider your entire financial situation to understand your unique objectives. A Certified Financial Planner will take time to know you, your lifestyle and your financial goals. We will take into account your financial history and the benefits provided by your employer, and design a portfolio that secures your future and suits your lifestyle.

Wills and Trusts

Wills and trusts are a vital part of any financial plan and the one thing that most people overlook.

It is highly recommended that your will is up to date and correctly signed and, most importantly, reviewed at least annually. This will ensure that your wealth is protected and that your family are financially supported should anything happen to you.

A trust can help to minimise estate taxes, secure assets, and ensure that, upon your death, your dependents and loved ones receive the maximum value from your estate’s assets, and that your legacy is preserved for future generations.

Retirement Planning and Peace of Mind

Together, well scrutinise your assets to plan your retirement as tax-efficiently as possible. As we are not obliged to use the products of any one insurance company or investment provider, we are in the exceptional position of being able to give you the best of a variety of options.

Unbiased Investment Advice

Whether you’re looking for outstanding investment opportunities, planning a secure retirement or just need some good, sound advice, you can turn to our experts for objective information and guidance.

Why Choose Fussell Financial Planning?

Personal financial planning
Analysis of your personal risk profile
Investment advice
Development of a unique portfolio
Education planning
Estate planning
Assistance in creation of trusts and wills
Retirement planning
Back To Top