A holistic view of your wealth
Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life. Your IG Consultant can also work with your existing tax and legal team, for a truly personalized and collaborative route to ensure all your tax and family goals are covered.
How we develop a unique and comprehensive plan for you
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Optimizing your retirement
We’ll help manage the risks of retirement, preserving the capital you ’ve built and creating a tax-efficient income stream to support your needs and goals
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
We manage the complexities of your wealth to enhance your financial well-being
As your financial life evolves, our proven approach synchronizes and simplifies your overall financial picture.