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
