Financial Planning


Realizing your financial potential

The impact of effective investment management is dependent on a strategically mastered financial plan that seeks to identify the financial capabilities of each client as they evolve through the passage of life. A financial plan forms the basis of every investment action and is utilized to structure the management of your financial affairs at each stage of the life cycle.

Life-cycle Model

Create a vision of the future

The Castleton Rose financial planning process is focused on an in-depth understanding of our client's personal goals, financial capabilities, current investment structure, personal interests and values.

By understanding such personal factors we are able to help clients answer the following questions;

  • What level of retirement income is require to maintain your current lifestyle?
  • At what age will you comfortably be able to retire?
  • Will the educational needs of children and grandchildren be met?
  • Is your insurance sufficient to accommodate your liabilities in the case of an unforeseen event?
  • Are the beneficiaries of your wealth efficiently integrated into your wealth structure?

Aligned to your existing wealth structure

In addition to providing answers and solutions to the questions above, our financial planning process acts as a catalyst as we seek to compound value and expertise by working in tandem with the other financial professionals responsible for your financial wellbeing.

Our years of experience tells us that the most efficient wealth solutions are created through relationships that add realized value at each stage of the financial management process.

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The client experience

Helping individual clients to identify their financial potential before developing a strategy that seeks to realize client specific goals.
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