When working with a financial advisor, you need peace of mind, which starts with getting to know each other.
Wherever you are in your financial journey, I can help you reach your goals.
It costs you nothing, so schedule a time for a complimentary chat about your financial dreams.
I look forward to seeing you soon. Brendan
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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.
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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.
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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.
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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.
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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.
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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.
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