I am dissatisfied with the service from my current financial adviser firm since they have been taken over - can you really make it easy to switch to Strata?

I have pensions but no planned investment or income strategy - when can I afford to retire and still have a good standard of living?

I need help forecasting my long term needs, I want to protect and grow my assets and make sure I can pass on my remaining wealth to my family.

I would like to have a financial life plan to achieve and maintain my lifestyle without fear of running out of money, even if I live to a great age.

I need help with an effective estate planning strategy, one that enables me to pass on my wealth to the people I care about and minimise the amount of tax I pay.

As part of my estate planning strategy I need help with wills and family trusts. I want to make sure I have everything in order should the worst happen.

I would like to buy premises for my business to trade from and protect them from threats in a very tax efficient environment.

I would like to make certain I've taken all the right measures to achieve my business goals and to protect my business.

I want to have peace of mind by having some financial security in place for my family and loved ones if something happens to me.