Bespoke Lifestyle & Legacy Wealth Planning
For individuals and businesses, Blazer is the home where we bring together financial, legal & accounting expertise providing you with real Lifestyle Wealth Planning.
In us you can trust
Lifestyle & Legacy Wealth Planning strategies.
We help you map out your long-term financial position, for decades ahead, using software. You get to see a true picture of your financial future.
This allows you to develop your lifestyle choices, plan your legacy, and make great financial decisions that are based on your unique situation.
Life is not a rehearsal!
Working out what you want, short-term and long-term, and then applying this to a defined and workable financial plan of action is the key to success.
Sometimes it can be difficult to define what you want, or you may not really know. Clarity can come from surprising places, and we find that if the conversation turns to legacy planning, then a switch is flicked. Why? Because if you can define your legacy wishes, then it becomes clear – almost instantaneously – what you need to do financially now and for the rest of your life. It is a simple way of shifting the thinking and is proven to work. Getting the financial plan in place allows you to focus – with confidence – on doing the things you want to do and that you value.
Independent Lifestyle & Retirement Wealth Planning
For you, your family and your business.
Wealth Preservation
Wealth can easily be lost in taxes, reductions in investment values, drawing too much income from your existing wealth accounts or through third-party threats such as divorces or expensive healthcare.
We have mechanisms to help you preserve your wealth.
Wealth Distribution
When you wish to distribute your wealth, for example making gifts in your lifetime, this can have risks attached to it, in a number of ways.
We can help you with the best ways to manage your wealth when you want to pass it on to your loved ones or good causes.
Wealth Protection
Your life assurance and pensions can be wrapped into a protective structure to help ensure that if they pay out on death, this occurs in a speedy, tax-efficient manner.
Managing wealth is far more complex than it may first seem, and history shows that it is easy for wealth to be lost through the bloodline, due to taxation, family issues and planning mistakes. We can help you with all aspects of wealth management.