Relationship Managers
Retirement Planning
 School and University Funding
The soaring cost of education means it is essential to implement an effective strategy years in advance. The primary objective is to build-up sufficient capital to meet the cost of school or university, as well as any living or maintenance costs. In most western countries grants are becoming harder to obtain and parents of even modest means are regarded as “wealthy”, and therefore expected to pay most of the costs. This trend is unlike to reverse itself, so planning now for future education expenses is becoming increasingly important.

As inflationary pressures on education are rising faster than headline inflation, it is important that careful planning and professional guidance are used to help you meet future objectives. Precision planning is a necessity. We will help you to define the timeframes for each child, adjust for rising costs and implement a strategy that will assist in a) accumulating the required capital; then b) allowing you to draw on these funds as each academic term arrives.

» The Wealth Planning Process
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