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Financial Planning

At Coreharbour, we understand that financial planning can feel overwhelming. We know how important it is to have a financially secure retirement. That's why we're here to guide you on your journey to financial security. Our team of experienced financial advisors will work closely with you to create a personalised plan that meets your unique needs and goals.

Understanding Your Options

We offer impartial advice and guidance to help you choose the most suitable financial solutions based on your individual needs and circumstances. 

Don't wait any longer to take control of your financial future. Contact Coreharbour today to schedule a free consultation with one of our advisors. Whether you're a teacher or another type of business professional, we can create a personalised financial plan that helps you achieve your goals and build a secure future.

Financial Planning solutions

Pension Planning

Secure your retirement and enjoy your golden years. We'll help you navigate your pension options and develop a strategy to maximize your retirement income. Our financial advisors will guide you through the best pension options, considering your risk tolerance, investment horizon, and long-term objectives.

Regular Savings

Building wealth requires discipline and consistency. These plans enable you to accumulate a substantial corpus over time through systematic investments. We design customised savings plans aligned with your financial goals, whether it's building an emergency fund, funding your children's education, or creating a retirement nest egg. We'll help you establish a realistic savings plan and identify the right savings vehicles for your goals.

Education Fee Planning

Investing in your child's education is one of the most significant financial commitments. We help you plan and save for your child's education expenses, ensuring that you have the necessary funds when they are needed. Our financial consultants will recommend suitable investment vehicles and strategies to help you meet the rising costs of education.

Lump Sum Investments

If you have a substantial amount to invest, our advisors can assist you in maximizing the potential of your lump sum. We offer a range of investment options, including mutual funds, stocks, bonds, and alternative investments, tailored to your risk profile and investment objectives.

Pension Transfers

Consolidate your pensions for easier management. We'll handle the transfer process seamlessly and ensure your retirement savings remain secure.

Existing Plans

We understand you may already have existing financial plans in place. Coreharbour can still be your partner in achieving your goals. We have established relationships with all the major international financial operators, including:

  • RL360

  • Investor's Trust

  • Friends Provident

  • Generali

  • Hansard

  • Quilters

  • Old Mutual

  • Royal Skandia

  • Scottish Provident

  • Utmost

  • Zurich

Our financial advisors can review your existing plans and ensure they are still aligned with your current and future needs. We can also provide ongoing management and ensure you are receiving the best possible service from your providers.

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