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Wealth Planning

Tailored to your needs, our range of wealth planning solutions are supported by sophisticated personal service, and a relationship that is founded on trust and unbiased financial advice.
Accommodating both your personal and business needs, while helping you achieve your near and longer-term goals, Westgate Wealth will focus on you and your wealth planning needs with the highest levels of care and expertise.
Supported by a sophisticated and holistic offering, we will deliver advice on how to safeguard and cultivate your family’s personal & corporate wealth. We work in close partnership with your external professional legal & accounting advisers, ensuring all aspects of your financial life are seamlessly synchronised.

Our wealth planning services

•  Asset and liability analysis
•  Net worth statements and forecasting
•  Insurance planning and Implementation
•  Cash flow and budget planning
•  Will & Powers of Attorney review
•  Business continuity review
•  Analysis of tax structures
•  Risk management analysis
•  Physician Incorporation analysis
•  Financial planning
•  Asset oversight
•  Trust and charitable structures
•  Education funding
•  Charitable bequest planning
•  Estate planning

Wealth Planning