Whether you are planning to buy a home, save for your children’s education, progress into retirement, or simply organize your finances, a holistic plan will set you in the right direction. Harry and David have seen how holistic advice better prepares you to make everyday decisions ensuring your long-term financial objectives are efficiently reached.
A holistic plan is a continuous lifelong procedure, requiring your active participation throughout each step of the financial planning process. To maintain a thorough understanding of your financial and personal circumstance, Harry and David are constantly monitoring and updating your plan, keeping you on track as you move through life’s milestones. They require your input on changing goals, managing risk, securing retirement, supporting charitable cause, transferring assets between generations, and ultimately achieving sustainable financial independence. By taking a big picture view of your finances, and regularly engaging with you, Harry and Davids recommendations will continuously move you towards your goals while constantly reflecting your personal values. A holistic approach truly allows both Harry and David to fulfil their passion of taking care of you and your finances in each stage of your life by ensuring you can achieve all your goals in the most tax and cost efficient way possible.