Wealth Management

Mike CoadyWealth Management

Helping you towards your goals

Private Wealth Management

Implementing a strategy for your personal finances is key to financial success. This is an entire journey and doesn’t just cover one area, so having an expert join you on your journey is essential to ensure you are doing the right thing at the right time and without the worry or stress of having to manage this yourself.

International Wealth Management

During your expat journey you will find there are 3 phases, all of which require specialist expert help. Whether you are at the beginning of your expat journey, enjoying the expat life or preparing to head back home, you will benefit from the guidance of a financial expert to ensure you are fully prepared to maximise your time overseas.

Regular Savings

Everybody’s circumstances change, but the reality is, everybody needs to save and set aside money for different life events. Obtaining specialist advice on where to start or even how to continue, is key to long term financial planning. From starting your adult life, getting married, having a family, and being prepared for retirement are all life stages that require a plan of action.

Building Wealth

It is important throughout life that you enjoy your time. It is also important that you put your hard work into action and allow your working life to maximise the opportunity of building your wealth. Whether this is for an enjoyable retirement or family legacy, it is important that you accumulate wealth wisely.

Protecting Wealth

It is important that you value your wealth and understand the impact of not being prepared for a life-changing event, a market disruption or even death. Protecting your wealth, after having worked hard to build it, is key to successful financial planning. This journey will be made much easier with financial expertise.

Planning for Retirement

It always seems like a million miles away, but the reality is – its just around the corner! Planning for your retirement is essential. Your retirement may be relocating to a warmer climate, treating your children and grandchildren or even taking those holidays you weren’t able to do during your working life. All of these events require capital in addition to your daily living costs, so planning and proofing is a must.

Business Planning

Understand the requirements of business and putting these into place is an important decision that will determine if your business succeeds or not. Seek professional advice to ensure your business is protected and is on track to achieving the end goal.

Tax Investment

Understanding tax investments and tax planning is an exceptional part of financial planning. Knowing where you stand at all times will see you maximise your wealth to its fullest, without any unexpected bills from the taxman. Receiving specialist advice in this area could be the difference of leaving a legacy or not.

Cash Management

The number one part of financial freedom is cash management. Knowing how to budget, where to start, and how to maximise your money will start you off on a great journey to building your wealth. Valuing money is where you should start, and then the rest can be built on.