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Wealth Planning

Integrated planning across income, tax, retirement, and estate objectives.

Enquire About This Service

Wealth Planning is our comprehensive financial planning service, covering income structuring, tax efficiency, retirement modelling, and estate planning in a single coordinated roadmap rather than isolated products.

It is built for households and individuals juggling multiple financial goals at once — retirement, children’s education, a business exit — who want one plan that accounts for all of them together.

How It Works

1

Discovery

We map your full financial picture: income, assets, liabilities, and goals.

2

Plan Modelling

We model multiple scenarios and stress-test the plan against market and life events.

3

Recommendation

You receive a written plan with prioritized, actionable steps.

4

Annual Refresh

We revisit and adjust the plan every year, or after any major life change.

Note: Wealth Planning is billed as a flat annual retainer, independent of assets under advisory.

What You’ll Need

  • Recent income tax returns
  • A summary of existing assets and liabilities
  • Any existing insurance or estate documents

Other Services

Portfolio Advisory Alternative Investments Insurance Advisory Mutual Funds

Have Questions?

Talk to an Advisor

Want to Know More About
Wealth Planning?

Write to us directly and an advisor will walk you through how this service works for your specific goals.

stringsfp@gmail.com