Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial objectives. For more than 20 years we have been trusted by our clients to deliver peace of mind solutions by advising them on the creation, implementation, execution and review of their customized financial plans. We help individuals and families to create, implement, execute and review financial plans which are appropriate for their unique circumstances. Whist we offer comprehensive financial planning advice, we also offer pre- and post-retirement planning, investment planning and management, estate planning and administration, fiduciary planning as well as risk planning for appropriate insurances. We help businesses with comprehensive business financial planning but also advise on business succession planning, buy and sell arrangements, business assurance, key person assurance, group risk schemes, group retirement schemes and company investment planning. The essence of Wealth Preservation Strategies’ philosophy is encapsulated in four simple words: “Systemised Processes. Customized Advice”. At WPS we build desirable client outcomes by following proven systems and processes we have developed and refined over more than 20 years.