Our Services
Collingwood Mourton Associates offers a range of services designed to put you in the driving seat of your finances. They include;
Lifestyle Financial Planning
This service may be for you if you are;
- serious about achieving financial freedom at the earliest possible date.
- worried that you might eventually run out of money, despite your best efforts to make wise investments.
- anxious to ensure that you will be financially secure as you get older, even if the worst happens and you or your partner become ill or disabled.
Our comprehensive Lifestyle Financial Planning service is designed to help you build a strong capital base, minimise your tax liabilities and maximise your income, so you can relax and enjoy your chosen lifestyle without having to worry about money.
Pension Performance Review
This service is essential for you if you;
- have fragmented pension funds with many different companies and you are not sure how well each is performing.
- are concerned that your pension plan might not generate enough income to fund your desired lifestyle, meaning that you will be unable to travel and do all the things you want to.
- have plans to retire on a certain date or at a certain age, and want to make sure that is still achievable.
Our Pension Performance Review is designed to remove those concerns by projecting, reviewing and realigning your investments so that your retirement plans stay on track.
Estate Planning
Are you;
- worried that your beneficiaries may be lumbered with a substantial tax bill when you die?
- anxious to legitimately minimise your estate’s liability by putting plans in place now to pre-empt any issues?
- expecting an inheritance yourself, and want to make use of any current exemptions available?
With our Estate Planning service you can minimise the impact of tax payable on your estate and maximise your beneficiaries’ inheritance.