Financial Planning

Every person's financial situation is unique. Your WHK Gosling Chapman advisor will work with you to develop a full understanding of your financial situation, and help you develop realistic goals for your investments.

We do this by asking questions about the things that are important to you.

We then develop a plan tailored for you and your goals, including action steps and an achievable and realistic timeline.

What are the benefits?

Your investment savings are held in a professionally managed portfolio which is supported by investment professionals and systems managers who take care of:

• Selecting appropriate investments
• Rebalancing the investment mix
• Making decisions on cash issues, takeovers, etc
• Tracking the performance of individual investments and the portfolio as a whole
• Maintaining accurate tax records
• Keeping track of management fees, transaction costs, monitoring costs, etc

You and your advisor will be accessing professional investment management services, and keeping track of your personal portfolio in an efficient and cost effective manner.

• Accounting Services
• Business Risk Management
• Estate Planning
• Forensic Accounting Services
• Personal Risk Management
• Succession Planning

For more information, contact:

Rex McGregor

P:  +64 9 914 7885 

F:  +64 9 914 7884

E:  rex.mcgregor@whkgoslingchapman.com