The Brigantia Lifetime Wealth Strategy
A comprehensive, lifelong financial strategy tailored to your unique goals and needs
The Brigantia Lifetime Wealth Strategy is a full-service financial planning process designed to take clients through every aspect of their financial journey, from immediate concerns to long-term goals. Whether you’re looking for a full financial health check or need advice on specific aspects of your finances, this strategy ensures you have a tailored, robust plan to guide you through every phase of life.
With a focus on both personal and business finances, we assess current circumstances, identify opportunities, mitigate risks, and build a custom strategy to secure your financial future.
With a focus on both personal and business finances, we assess current circumstances, identify opportunities, mitigate risks, and build a custom strategy to secure your financial future.
Key Features:
Comprehensive Financial Health Check:
An all-encompassing review of every aspect of your finances, identifying shortfalls, risks, and opportunities. This service covers:
Insurance and Protection Planning:
Budgeting & Cashflow Management:
An in-depth review of your current and future cashflow, helping you:
Investment Planning & Risk Management:
Tax Efficiency & Retirement Planning:
Education Planning:
Business Financial Strategy (if relevant):
Ongoing Monitoring and Adaptation:
Life changes, so should your financial plan. The Brigantia Lifetime Wealth Strategy includes regular reviews to:
Comprehensive Financial Health Check:
An all-encompassing review of every aspect of your finances, identifying shortfalls, risks, and opportunities. This service covers:
- Wills and estate planning across multiple jurisdictions
- Lasting Powers of Attorney
- Guardianship planning for minors
- Contingency planning and emergency funds
Insurance and Protection Planning:
- Life insurance and critical illness cover
- Income protection
- Key person insurance for business owners
- Ensuring all risks are covered with the right policies in place to protect your family or business
Budgeting & Cashflow Management:
An in-depth review of your current and future cashflow, helping you:
- Budget effectively
- Plan for future expenses (e.g., education fees)
- Establish an emergency fund
- Prepare for various "what if" scenarios
Investment Planning & Risk Management:
- Tailored investment advice to align with your risk tolerance and financial goals
- Automated investing options
- Regular portfolio reviews and rebalancing to ensure optimal performance
- Risk management to preserve wealth
Tax Efficiency & Retirement Planning:
- Strategic tax planning to minimize liabilities now and in the future
- Use of tax-efficient wrappers and structures
- Retirement planning to ensure financial security in later life
- Succession planning for smooth inheritance transitions
Education Planning:
- Long-term strategies to fund children’s or grandchildren’s education
- Accounts for rising tuition and lifestyle costs for expat families across borders
Business Financial Strategy (if relevant):
- Business protection and key person cover
- Business succession planning
- Treasury management and corporate tax planning
- Business exit strategies to ensure optimal value realization
Ongoing Monitoring and Adaptation:
Life changes, so should your financial plan. The Brigantia Lifetime Wealth Strategy includes regular reviews to:
- Adapt to life changes (marriage, new children, career changes, etc.)
- Keep you updated on regulatory changes affecting expats
- Ensure continued alignment with your evolving goals