Whether you want to maintain, create or grow your wealth, it is important you have a plan.
Attivo Financial Planning can review your existing investment portfolio, establish your current attitude to risk and talk to you about your priorities.
Our highly qualified and experienced Financial Planners will select a portfolio with an asset allocation based on the information you have shared, so it will be suitable for your investment needs.
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."
“We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”