▪ Financial Planning Retirement planning │ Children's education costing │ Financial goals ▪ Wealth Management & Investments Investment management │ Portfolio analysis │ Research │ Multi-asset and alternative investments │ Dollar-cost averaging solutions ▪ Insurance Life insurance │ Critical Illness cover │ Disability protection │ Medical insurance │ Expat insurance solutions ▪ Legacy & Estate Planning Tax optimisation │ Inheritance │ Division of family estate assets ▪ Wills & Trusts Arrangements for a Will │ Trust services │ Confidentiality & anonymity │ Guardianship letter ▪ Pensions UK pensions assessment │ National Insurance overseas contributions │ SIPPS/QROPS │ private pension transfers & consolidation │ Superannuation alternative investments │ CPF-OA & SRS investment advice & management