Protection

If the unexpected happens

“If you had a cancer, would you rather lose your mortgage or your house?”

Doctor Marius Barnard, cardiac surgeon.

What would be the consequence of losing your income due to long-term sickness, suffering a critical illness or your untimely death?

Protection is a foundation of financial planning. As part of the financial planning process, we will discuss how protection can give you that piece of mind should the unexpected happen.

We will explore the protection options appropriate for your personal circumstances and then advise you so that you can make an informed choice.

Please contact us for a no obligation conversation.

Protection

If the unexpected happens

What would be the consequence of losing your income due to long-term sickness, suffering a critical illness or your untimely death?

Protection is a foundation of financial planning. As part of the financial planning process, we will discuss how protection can give you that piece of mind should the unexpected happen.

We will explore the protection options appropriate for your personal circumstances and then advise you so that you can make an informed choice.

Please contact us for a no obligation conversation.

“If you had a cancer, would you rather lose your mortgage or your house?”

Doctor Marius Barnard, cardiac surgeon.

Business Protection

Do you own or run a business?

The need for protection isn’t just limited to individuals and families. If you would like to discuss death in service provision, key-person insurance, or protecting the share ownership of a company we can advise you of options available and tailor solutions to your requirements.

Please contact us for a no obligation conversation.

Business Protection

Do you own or run a business?

The need for protection isn’t just limited to individuals and families. If you would like to discuss death in service provision, key-person insurance, or protecting the share ownership of a company we can advise you of options available and tailor solutions to your requirements.

Please contact us for a no obligation conversation.

Protection

What would be the consequence of losing your income due to long-term sickness, suffering a critical illness or your untimely death?

Savings & Investments

What will you need money for in the future? For that special holiday or home move, or to fund your children’s education or university fees, you might need to sacrifice some of your income or savings that you have today for your future financial objectives.

Retirement Planning

Retirement may or may not seem to be a long time away. If you want to be able to do things you dream of, that maybe a hectic work life has prevented you from doing, such as travelling, exploring hobbies, or serving your community, you need to plan as soon as you can.

Inheritance Tax

You have worked hard for many years, made provision, invested wisely, and after many years of increasing asset values, particularly in the value of your home, you, like many people, find yourself caught in the inheritance tax trap.

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.

We entrusted Andrew Graham Wealth Management with our retirement planning, and it has been a game-changer. Their insightful guidance and personalized approach have not only secured our financial future but also given us peace of mind. Andrew’s team is exceptional in crafting tailored investment strategies, ensuring a comfortable retirement. Highly recommend their expertise!

As a client of Andrew Graham Wealth Management, I can confidently say that their commitment to excellence in retirement planning and investments is unmatched. Andrew and his team provided us with a comprehensive strategy that aligns with our goals. Their attention to detail and proactive communication make them a standout choice for anyone serious about securing their financial future.

Andrew Graham Wealth Management has been instrumental in navigating the complexities of retirement planning and investments. Their team’s expertise and commitment to client success are evident in every interaction. Andrew’s personalised approach and strategic insights have significantly enhanced our financial well-being. Trustworthy, reliable, and highly recommended!

Choosing Andrew Graham Wealth Management was one of the best decisions we made for our retirement. Their in-depth knowledge and professionalism in investment planning have exceeded our expectations. The team’s dedication to ensuring our financial security and comfort during retirement is truly commendable. Grateful for their guidance and highly satisfied with the results!