Financial planning looks at a person's overall financial picture. We put together a detailed plan designed to improve your overall financial position. That may be followed by a long-term plan, along with suggestions about how to save and invest for retirement and a child's college education at the same time. We also look at ways to reduce current and future tax liabilities and protect assets by having the proper insurance (Life, TPD, Trauma and Income Protection) strategy in place. In addition, we can facilitate your estate planning.

You don’t need any set amount of money to work with Next Generation Wealth. We want to bring quality, objective financial advice to those who haven’t had a chance to accumulate wealth yet but want to enhance their financial position.

A financial plan is designed to focus on the accumulation phase of the work-life cycle, to make sure you have a general, but realistic, target of how much you’ll need after work stops. It also helps ensure that you’re saving and investing enough to hit that target when you do retire.
By comparison, a retirement financial plan is designed to focus in detail on expenses after the pay check stops and how your various assets can generate an income stream that will cover those costs for the rest of your life.

Our goal is to provide more value than we cost. We want to help people, so if we don’t think we can put you in a better position than you are now, we won’t work with you. While we do improve our clients’ financial situations, most of them say that the greatest value we provide is actually the peace of mind of knowing that they are on the right track and they aren’t trying to figure everything out alone.

All information you provide is completely confidential. None of your information will be shared unless authorized by you.

With well-considered tax planning and the use of appropriate entities and structures. We educate our clients around simple ways to save income tax and invest tax efficiently.