At Amicis, we will help you to develop strategies, which will help you manage your financial affairs to meet life goals. Ensuring you have an Amicis Financial Plan, will ensure you have clarity of your future.
Planning for your retirement is important because it is the determining factor in your satisfaction with your retirement lifestyle. We identify sources of income, applicable expenses and establish your retirement budget, based on your personal plan.
We help you to outline the steps in creating an investment portfolio, whether that be through pension or personal. You will have the peace of mind knowing that your investments are hard at work and you’re on track to meet your goals.
ESTATE PLANNING & WEALTH PRESERVATION
If you are planning on leaving assets to your family or others on death or wish to gift assets during your lifetime, there is a real risk that the value of these assets will be significantly reduced by Capital Acquisition Tax (CAT), in the form of inheritance or gift tax. We can provide the assistance to develop a plan in order to reduce this risk.
PLANNING FOR BUSINESS
Along with running their Business, Owners have the task of managing the finances and more specifically: tax planning, risk management, investment planning, retirement planning and gift / estate planning.
We will work with your accountants & Legal Advisors, to develop future plans and make these tasks less onerous on the Business Owner.
PLANNING FOR INDIVIDUALS
Personal Financial planning is the concept that provides guidance and an action plan for personal budgeting, savings, investment, insurance and other financial elements. Basically, anything that concerns finances associated with your lifestyle expenses, savings and investments is part of your personal finance.