Savings & Investment

Investing and saving can be unnecessarily complicated. There are so many different options and convoluted messages that do nothing but confuse investors and justify an industry.

At SparksWealth we use our cutting edge 3Castles2Knights framework to simplify this process and demystify investment.

3Castles2Knights focuses clients on matters they can control and minimises matters they cannot.

Depending on the profile of the client we organise different assets of a client’s wealth into three distinct castles. Each castle plays a distinct role in both growing and preserving wealth.

Pensions & Retirement

Pensions form the backbone of your financial planning in later life.

  • Consolidating your various pensions from different companies
  • Starting a pension
  • Providing a pension for your employees
  • Retirement and retirement planning
  • Spouse Pensions
  • Early retirement and accessing your pension

Family Protection &
Life Assurance

What happens to my family if I die or if I cannot work? 
Life assurance ensures that your loved ones be able to live comfortably with the same lifestyle in the event of you getting seriously ill or death.

 

  • Life Assurance
  • Serious illness protection
  • Income protection
  • Mortgage Protection

Book a Consultation

There is no cost for an initial consultation. Let's see if we can work together. All initial consultations are via Zoom.