We can guide you through a wide range of other succession & estate planning services that focus on your financial future, including:
Risk management advice
Small business succession planning
Power Of Attorneys
Asset protection strategies to preserve wealth within families
THE CLIENT’S PROBLEM: Catherine and Will Heaton* wanted to start an investment portfolio. However, the size of their home loan and other bills meant that they didn’t have enough money left each month. They didn’t know how could they start investing for the future when they didn’t have cash available.
THE SCOTT PARTNERS SOLUTION: Completion of a free lending review with Scott Partners gave this client the opportunity to review their interest rates , revealing that they would benefit significantly from refinancing their mortgage. Scott Partners referred the Heatons to a lending agent suitable to their needs allowing them to secure a better interest rate and has allowed them to develop a new investment portfolio.
“This process was surprisingly straight forward and definitely worthwhile. Going through this review made us really focus on our financial goals, and Scott Partners and Troy have supported us every step of the way.”