For many people, estate planning is pushed to the bottom of the ‘do later’ list, like tax returns. Estate planning is also a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in. However, before then there is always the possibility that death will come suddenly, through an accident or previously unnoticed medical condition.
Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?
Adviser understands our needs well
The Polestar adviser understands our needs well. He has worked with us over a lengthy period which initially involved clearing up a confusion of financial matters and over recent years supporting and guiding us to a planned approach. Polestar give prompt responses to questions and an organised approach to keeping clients up to date on financial matters.