At Ifamax Wealth Management, we have a team of dedicated, dependable financial planners, expertly experienced in providing financial planning and support to business owners, barristers and other self-made individuals like you. Planning and preparing for your retirement is what we specialise in. So you can hand that job over to us, allowing you to kick back and relax during those rare but vital moments away from work.
Financial Advisers offering retirement strategies to business owners and other self-made people who have 250k - 5m to invest. Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
Financial Advisers offering retirement strategies to business owners and other self-made people who have 250k - 5m to invest. Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
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About Us
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Mum had lost over half of her investment portfolio through unsuccessful investments. Markets were down at the time, partly due to the dotcom bubble bursting, and I could see that Mum had lost quite a lot of money that she would never recover. In the early 1990s Mum had sold her share in the family farm, investing the proceeds through a financial adviser and stock broker; two people I knew, and she trusted.
You
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We specialise in working with business owners, self-made or self-employed individuals such as barristers, typically holding between 250,000 and 5 million to invest. This may seem like a very specific client base. But that's because what we do for our clients in this demographic is so targeted and, ultimately, so successful.
Approaching Retirement
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Just some of the questions asked when business owners, self-employed and successfully-employed people come to talk to us. Rest assured, we can help you prepare for retirement, and we have the expertise within our team to answer any questions you may have. And whether you have 15 years or five months until you retire, we can help you make smart financial choices that can help you achieve the future you desire.
Business Owners
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Running your own business is a massive drain on your time. They say you never stop working when you own your own business, and when you add in time spent at home with your loved ones, it's easy to see how jobs around the home have to wait. We deal with business owners of highly profitable companies, creating financial strategies that achieve successful, sustainable wealth over the long-term.
Barristers
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As a barrister, we know you are busy building and maintaining your practice, which often means that your own financial planning takes a back seat. Our Financial Planning for Barristers Guide delivers some useful information to its readers who are short on time, but keen to get a grasp on their financial health and future.
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