At Consilia we learn how your family dynamics work. Financial planning is not just about money, it is about what you want for your family and what you want to avoid.
We know that money and families are not always the best combination. By developing a long term relationship with you and your family we can bridge the gap between these two key areas. The better the planning, the less ambiguity there is which means there is less to argue about!
We are aware that this journey is not only a practical one but also an emotional one, affecting each of our clients in various ways as they go through different phases in life.
We pride ourselves on developing customised choices and solutions designed to fit each client’s needs and to be sufficiently flexible to adapt to an unknown future.
These interrelated solutions can include investment management, estate planning, tax planning – thus offering a truly holistic approach to clients’ financial plans.