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Staffords Wealth Management photo of a calculator working out how they specialise in helping you to build a tailored plan to manage your financial affairs. Our plans commonly include Wealth Management and Protection, Estate Planning, and Succession Planning.
Financial Planning

Staffords specialises in helping you to build a tailored plan to manage your financial affairs. Our plans commonly include Wealth Management and Protection, Estate Planning, and Succession Planning.

Staffords Wealth Management photo of a couple looking over valleys showing if you give yourself peace of mind with a personalised retirement plan. Staffords can show you how they specialise in solutions that protect your assets, allowing you to enjoy your retirement and provide for future generations.
Retirement Planning

Give yourself peace of mind with a personalised retirement plan. Staffords specialises in solutions that protect your assets, allowing you to enjoy your retirement and provide for future generations.

Staffords Wealth Management photo of coins in a jar and piled up coins beside it symbolising Wealth creation and wealth protection being very different concepts, requiring a different set of skills. If you have recently sold a farm or business, it can be daunting to know what to do next! We can help you protect your capital for retirement or succession.
Wealth Protection

Wealth creation and wealth protection are very different concepts, requiring a different set of skills. If you have recently sold a farm or business, it can be daunting to know what to do next! We can help you protect your capital for retirement or succession.

Staffords Wealth Management photo explaining to a couple about Estate Planning Strategies and how it helps you to provide for the future of your loved ones and ensures your assets are preserved for future generations, according to your wishes.
Estate Planning Strategies

Estate planning helps you to provide for the future of your loved ones and ensures your assets are preserved for future generations, according to your wishes.

Staffords Wealth Management image of orchard financial meeting with registered financial advisor
Succession Planning

We have a wealth of knowledge and experience in succession planning, especially in agribusiness. The old adage, ‘Failing to plan is planning to fail,’ is still true in the 2020s; we provide the mechanisms to ensure that you don’t have to worry.

Staffords Wealth Management photo of hands forming a medium surface with palms with a paited heart across all hands symbolising the Gift Trust offers a flexible, simple, tax-smart service to help you meet your charitable giving goals. Staffords provides an initial consultation to discuss how it works and see if The Gift Trust is right for you.
Charitable Investment Programme

The Gift Trust offers a flexible, simple, tax-smart service to help you meet your charitable giving goals. Staffords provides an initial consultation to discuss how it works and see if The Gift Trust is right for you.