Our role is help YOU plan smart, realistic strategies that will allow YOU to take control
of YOUR financial future. Our business is all about YOU.
Do any of the following apply to you?
Do you need an impartial professional negotiator to help with:
Self-Administered Pension(SAP)GFA believe that a Self-Administered Pension Scheme(SAP) can be a very effective and tax efficient way for business owners and key employees to accumulate their retirement pension pot.
Looking to preserve AND accumulate more wealth?
If you want to move into your dream home, make provision for your children’s education or secure a comfortable retirement for yourself, Wealth Creation and Preservation is for you.
Financial issues can be complicated, and there may be times when it is essential to use the help, advice and expertise of an experienced professional financial mentor to navigate through the problems and pitfalls that present themselves.
Do you ever ask yourself any of the following ?
After understanding YOUR circumstances, goals and attitude to risk, we will investigate the range of financial options available to help YOU reach YOUR goals
Based on discussions and research we’ll present YOU with a customized financial plan that is written in plain English.
We will work closely with YOU to implement YOUR financial strategy step-by-step..
Your strategies will be reviewed annually and YOU will benefit from our ongoing support and advice.
At our first meeting we will discuss your current situation and life goals to understand how financial advice and planning can benefit you.
Our role is to help YOU plan smart, realistic strategies that will allow YOU to take control of YOUR financial future. Our business is all about YOU.
We will look at YOUR entire financial position, YOUR needs and what YOU want to achieve in life before helping YOU plan how to get there. Then we guide YOU through a simple step-by-step process to create a financial plan just for YOU.
Financial and Lifestyle Coaching
Wealth Creation and Preservation
Comprehensive Lifestyle Financial Planning
To get in touch, simply complete the contact form.
Jack Fitz is a model professional. He is honest and forthright at all times. He does not sell products to you, he profiles you, he listens to your needs and stress tests your needs back to you and then provides you with 360o information on your needs that allows you make qualified decisions...
Jack has a fabulous understanding of his clients needs, seems to keep up to date with goings on / changes in circumstances and adjusts his advice accordingly.A great mix of Proactive and Reactive planning & organising - planning for his clients future while being able to reactively adjust when personal or other client changes hit....
Jack is an excellent communicator, with an ability to delve into an issue and come out with solutions to people’s finances, issues and create appropriate plans for their future. Also unique ability to listen and advice people on what is best for their life. The ability to see beyond the norm is a great trait in his character...