Financial Advice
Although we are not licensed financial advisers, we have a working relationship with Retireinvest, a well respected organization established in 1979 and operated by licensed advisers.
A licensed adviser attends our office by appointment for consultation with our clients.
Clients can choose whether they pay fees to the adviser based on the time taken or the amount invested.
Unlike many financial advisers in large banks and institutions, Retireinvest is operated by an independent franchise. Its management has assured us of their commitment to provide unbiased and professional advice which puts the clients' interests first.
Of course we would be happy to advise you separately regarding the tax or legal implications of the advice you receive.