The HK Way
The HK Way is our award winning holistic Independent Financial Advice service intended to give our clients every aspect of advice from start to finish.
We construct YOUR Lifetime Financial Plan. We want to see what your financial future looks like, based upon your current spending habits and the resources that you have around you.
We’ll then look into the future and will help you design the life that you’d love to live in retirement. We cost it, build this into your Lifetime Financial Plan and work out how much is enough to achieve it.
We begin with the end in mind. Our advice process will focus upon assisting you with your financial journey from your starting point towards achieving your financial goals. We’re with you every step of the way.
The HK Way aims to ensure that our clients can:
- Retire when they want to
- Not run out of money during their lifetime by calculating how much is enough
- Protect the family unit when there are dark clouds above
- Not take any unnecessary risks
- Pay as little tax as possible
Once we feel that your finances are in tip-top condition you are free to subscribe to our Ongoing Advice Service and we will visit you annually and review your Lifetime Financial Plan to ensure that you’re still on track to do all of the things that you want to do.
Finally, we also offer to provide advice to the parents, children and grandchildren of our clients to ensure that wealth is protected and cascaded down the generations and is continued to be well managed.
