You’ve indicated that your financial circumstances are about to change.

Life inevitably involves twists and turns, with some that are expected while others may be entirely unplanned. But whatever your situation, chances are your financial needs will change over time.

We understand the sense of financial uncertainty around a life changing event (for example approaching retirement, bereavement, divorce, downsizing or changing jobs) can be more stressful than the event itself.

We are here to help give you a clear picture of your financial future, and most importantly peace of mind and support.

You may already have pensions, investments, or savings in place. But often they are disjointed and unstructured, leaving you without a clear picture of how everything fits together.

We work with you, to understand your current situation, both your short and long-term goals, and then we’ll create your personalised plan – with the impartiality you’d expect and the confidentiality your situation requires. We will also keep you on track, by reviewing your plans to make sure you’re heading in the right direction.

Whatever your situation, we’re here to help, guide and support you. We can help through a wide range of services.

There are a number of important questions that we can help you consider and plan for:

We’ve created a short video below that offers insight into how Magus Wealth can support you in your retirement planning. Please take a moment to watch it and then get in touch with us and we can guide you through the next steps.

Our clients tell us they value an open and honest relationship with their financial advisor.
If you were to talk to our clients, they would typically say that we:

Handshake

Are advisors they can implicitly
and completely trust

Financial situation

Work to completely understand
their financial situation

Help & guidance

Help and guide them through
their entire financial journey

Very approachable, ready to listen and offer help and advice when I need it. A breath of fresh air compared to some financial houses.

Janine Capon – Magus Wealth client since 2011

A bit more about Magus Wealth

  • We’ll listen carefully and work with you to understand your circumstances and your short and long-term goals, working together to create your bespoke plan, built around you and your needs. We’ll also keep you on track, reviewing your plans to make sure you are heading in the right direction.

  • We only offer independent advice, which means our advice is unbiased and unrestricted and based on a comprehensive and fair analysis of the relevant market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for you.

  • Our team are professional, experienced, and qualified – we all share the same vision, we are aligned to the same purpose of delivering a personal, outstanding client experience.

  • Costs matter – they can compound over time. Our fees are fair and transparent, and you will benefit from low cost investing. We’ll also make sure you know what you are paying for, and why.

  • Our investment philosophy is based around our 10 investment pillars, designed to provide the best investment outcomes for you and your family.

  • We have many client relationships that span across decades and we are here to help and support you and your family throughout your entire financial journey.

Get in touch with us today – it all starts with a conversation

Get in touch today
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