Wealth Planning
Investment Advisory
Asset Valuation
Will Drafting
Wealth planning & financial advisory
Our Wealth Management & Financial Advisory Services are designed to create a tailored portfolio that maximises your financial impact with a responsive, dynamic, and long-term strategy aligned with your unique needs.
We focus on understanding your risk appetite and long-term objectives, carefully redefining your asset classes to ensure maximum returns, peace of mind, and effective risk management.
Investment Advisory
Government and Corporate bonds are relatively longer-term investment instruments, typically requiring a minimum holding period of two years and one year, respectively.
These bonds carry a conservative level of risk. Our objective is to strategically align your investment with specific financial goals, ensuring that your earning potential is maximized while maintaining a well-balanced and diversified portfolio.
Asset Valuation & Estate Planning
Asset valuation, simply the process of determining the value of specific assets, which can include stocks, options, bonds, buildings, machinery, land, or household items.
This process is typically conducted when an asset or company is to be sold, insured, or taken over. Assets are generally categorised into two types: tangible and intangible.
Investing in stock market
Investing is when you allocate money or resources to an asset, stocks, venture, or project with the expectation of generating profit over time. Investing in stock can be as complex or simple as easier an opening ISA account and allocate a portion of your money to buy stocks.
Retirement Planning
Ultimately, our aim is to help you achieve your financial independence and retire young. At MyLegacy Choice, we help clients adequately plan for this stage of life by developing tailored saving and investment strategies. We take a holistic approach, considering not only current assets and income but also future expenses, liabilities, and life expectancy. We want you to age peacefully by ensuring a sustainable and secure financial future.
Will Drafting
Our able team of experienced lawyers are here to help you secure your legacy and ensure a seamless transfer of your assets to your loved ones. Whether you are planning for the first time or updating an existing will, we will guide you through each step to ensure your wishes are clearly indicated and accurately reflected.