Services

Our financial health check system helps you to make decisions to make the most of your money. It provides impartial advice for anyone thinking about borrowing‚ saving or planning for the future.

We can help you to achieve your goals short and long term. A budget is one of your best tools for reaching your goals whatever your age or stage in life. We can provide you with a reviewable roadmap of what money you expect to receive and how you expect to spend it.

This can be a productive solution to help you reduce and eliminate financial problems. It can improve your cash flow/liquidity with affordable payment plans. Talk to us today and we can show you how to rid yourself of the bad debt at the same time preparing for your golden years.

This is when you take out a new loan to pay off all your debts. This is often at a lower interest rate. Consolidating your debt could be a good option if you’re having trouble keeping up with several high–interest loans. Debt consolidation can save you money‚ but there are risks. We can help you to identify these risks and assist you with putting the right steps in place to achieve your goals.

Our team at Wealth Management Strategies will conduct a detailed analysis of your financial situation‚ and determine the best strategy towards becoming mortgage free in the fastest possible time frame. There’s a plethora of mortgage types and products out there. We can help you choose the right one and potentially cut your mortgage in half.

We make getting a home loan pre–approval easy. This a smart move when you ’re planning to buy a home or an investment property. You’ll know exactly what sort of properties you can afford to look at. When you find a property that ticks all the boxes you’ll be able to move quickly. A pre–approval also helps you to negotiate with confidence.

You have two main choices to consider when refinancing. The first is you might be able to strike a better deal with your existing lender or move into another mortgage product‚ such as interest–only‚ principal and interest‚ or revolving credit. Or you might want to change banks or lenders. If you decide to move, make sure you weigh up all the factors‚ including solicitor’s costs‚ break fees‚ establishment fees‚ and even the fee–free banking you might lose or gain by moving lenders. Let us help you work through this minefield and make the right choice for your current situation and future needs.

Our Insurance Brokers are absolute professionals and offer quality advice for all your general insurance requirements. Your broker will conduct a comprehensive analysis of your exact needs and situation‚ including risk management strategies and look to provide the most appropriate cost effective solution.

As you approach retirement you need to determine that the steps you have put in place to provide for your golden years are balancing. A shortfall can have a significant impact on your retirement plans and may force you to reassess your anticipated retirement date or your desired standard of living. We can help by conducting a full analysis‚ providing a roadmap to ensure you reach your objective.

To succeed in property investment you need a clear strategy. We will help you evaluate and compare various residential property investment options‚ identify the pitfalls‚ educate you on how to structure an investment to best suit your financial position and run a myriad of reports to safeguard the “what if ”. Feel secure in knowing you are in safe hands and we will hold your hand for as long as you need us to. Property Analysis and acquisition are the cornerstones of our business and what we do best. Let us help you with your next residential investment. You’ll be glad we ran the numbers.

Discover how to achieve financial freedom over the coming years with what you ’re learning through our mentoring programme‚ personally tailored to meet your goals. We know how to keep you on track and stop the wheels falling off. Nearly all our clients start right here with a financial mentoring programme before they look at investing.