“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it requires 10 times as much to keep it” Ralph Waldo Emerson
Many people will receive a lump sum of money at one point in their life, such as an inheritance, home sale or tax free sum from a pension. A substantial lump sum has the ability to transform your lifestyle and your sense of financial security, as long as it is managed properly. If you are wondering how to put your lump sum to its best use, we can help using tax-efficient insurance based solutions.
The qualified team of financial advisors at Taylor Brunswick can offer you customised solutions that will ensure that you get the most out of your lump sum investment. If you can make use of your lump sum well and invest it smartly, it might be the most effective wealth management move that you ever make.
A single investment or lump sum invested in the right long and short term vehicles has the possibility to help you grow and invest and/or protect your capital. We can provide you with a wide range of open architecture insurance based solutions, which will give you access to the vast majority of asset classes, many of which you would not otherwise be able to access. This means that your money will be working hard for you and you have the potential to see a positive return on your invested cash.
Our professional advisors will listen to your needs and take the time to understand your financial situation, before offering you insight on the best lump sum investment options for you.
To find out more about how we can help you with your lump sum or single investments, please feel free to contact us today.
If you'd like to know more about us, request our new PDF brochure.
Request a callback from one of our advisers.