Latitude Financial

Specialist Advisers to successful business owners and shareholders

Independent Financial Advice “how it should be”. Your expert guides to help you achieve more life from your life, not just your money.

For a no obligation chat to discuss how we can help you

Who we help

Business Owners

Retirement

High Earners

How we help

Clients seek out our help for many reasons, whether it is a life changing financial decision or event, or they just want the reassurance and peace of mind that they are on the right track and an experienced professional to support them.

It is important that all of our clients receive great outcomes and significant value from our personalised service. As your trusted adviser we make sure you keep on track, take advantage of opportunities to enhance your life and finances, open your mind to possibility and act as a sounding board to help you make great decisions to achieve more life from your life and not just achieve more money.

Here are just a few of the outcomes you can expect from working with Latitude:

Financial
Independence

At Latitude we believe that financial independence is one of the most liberating messages that can be delivered and our focus will always be on supporting you to achieve and maintain it. We will define how much is ‘enough’ to deliver you Financial Independence.

Financial
Security

Unfortunately in life there are unforeseen events that can impact our families financial situation. Whether you’ve had to deal with ill health or tragedy in the family or heard from someone who has experienced similar, the last thing anyone wants to worry about is finances. We want to ensure your family’s financial security is not unduly compromised and make sure we are there in the challenging circumstances.

Financial
Momentum

Einstein is often quoted as saying compound interest is the 8th wonder of the world. We support you to make positive actions with your resources to move towards your goals and objectives, and then focus on compounding these. This creates the momentum to achieve and potentially enhance your possibilities.

Financial
Literacy

Financial Services is littered with unhelpful jargon, confusing legislation and an endless number of products (some more useful than others!). We aim to remove the jargon, simplify the complex and provide you with an informed view to make great financial decisions.

Financial
Possibilities

We are all afflicted by cognitive biases. Again, some are valuable in protecting us against negative things, whereas others inhibit our own successes. When it comes to personal finances, we are often irrational and driven by behavioural biases according to leading academia. These biases can lead to us drawing incorrect conclusions, therefore creating suboptimal or bad financial outcomes; more importantly impacting our lives. That’s why we make sure you have clarity on what’s possible and provide the latitude to create new possibilities.

Life

At Latitude we know all too well that life is short and we believe that you should lead the best life available to you, as defined by you. True independent financial advice combined with financial planning is about you achieving more life from your life, not just your money.

Values

Your plan is our plan, therefore we become your accountability partner supporting you to keep on track and make positive progress to achieving more from your life and money.

Stewardship

Latitude are privileged and proud to be appointed steward of our clients financial resources and to be their expert guide in achieving more from their life, not just their money. Whatever they define as their most important outcomes.

Accountability

Your plan is our plan, therefore we become your accountability partner supporting you to keep on track and make positive progress to achieving more from your life and money.

Common reasons clients seek out Latitude Financial

We are building up profits in our business, how do we reduce our corporation tax liability?
How much do we need to sell the business for to live the life we want without fear of running out of money?
How do we evolve the business to extract us from the day-to-day but still maintain enough money to maintain our lifestyle?
We are about to exit our business, how do we invest the proceeds?
Do I have enough money to retire/change roles/take a sabbatical? If not, how do I achieve enough?
How can I use my savings and investments to produce a sustainable income for the rest of my life?
We are concerned about our potential Inheritance Tax (IHT) liability, is there anything we can do?
We seem to be paying excessive amounts of tax, can we reduce it?
We’ve got all of these pensions, what do they mean? Should we consolidate/make any changes?
We have surplus monthly income, what should we do with it?
We are due to receive inheritance from the family, what should we do with it?
What is the best way to support our children financially/with a house deposit?