Our financial needs change throughout our lives. The financial needs of a 65-year-old retiree are much different to those of a 25-year-old who is establishing their career, or to those of a newly-married couple.
This simple fact provides the basis for our Life Cycle Planning. As you move through the different stages of life, we adjust your financial plan accordingly; ensuring that appropriate steps are taken to meet your changing financial goals.
At each stage of your life, your SEA Financial Adviser will also take into consideration certain factors such as your needs, goals and objectives and tolerance for risk. Additionally, we will always select investments that align with your core values.
Over many years of practice, we have developed a structured advice framework that is designed to:
These strategies are briefly explained in our Circle of Advice below. You can rely on your SEA Financial Planner to deliver a framework of tailored advice designed to provide you with the best opportunity to achieve your personal and financial goals.
The Circle of Advice shows the different needs of families throughout their lives. At SEA Financial Group, we have long-standing relationships with many families, and our clients who are retired or approaching retirement often bring their children and grandchildren to us. In coming to the same financial adviser, you can be sure that your family’s wealth is looked after, and that your adviser already has a personal relationship with them. We welcome people of all ages and are proud to have supported many generations within the same families.