What we do

As a purpose-driven professional, we ensure your finances align with your ambitions. Whether it's tax-efficient money extraction, selling your business, or aligning corporate finances with personal goals, we provide tailored solutions. How can we assist you on your financial journey?

You are a professional accumulating wealth

As a hard-working professional, we know that you live your life with purpose. Our role is to ensure that your money supports your ambitions for life.

Financial planning

We practice holistic financial planning, designed to help you secure the lifestyle preferences you want with the aid of a robust financial plan designed to minimise financial risk and boost your chances of success.

Retirement planning

Retirement can be as individual as you in the 21st century. We’ll help you identify what you want to do in retirement and help you ensure your finances are structured to fully support your plans.

Investment management

Thera Wealth Management’s robust and disciplined approach to investing is derived from Nobel prize-winning academic and empirical foundations, using sophisticated tools that help to formulate and test high-quality investment solutions.

Estate planning

Gain peace of mind that your loved ones will be taken care of when you are no longer here with an estate plan that incorporates your wishes and our know-how and tax planning expertise.

Protection

Identify the potential risks you and your family could face and put protection in place to safeguard you, your assets and those you care about against potential threats to your financial wellbeing.

Tax planning

Paying unnecessary tax means less money available for achieving your goals. We’ll help ensure your plans are tax-efficient and that you are maximising all available allowances and savings vehicles.

You are a business owner

Are you looking to extract money from your business tax-efficiently? Maybe you are thinking about selling your business? Or do you simply want to ensure your corporate finances are aligned with your personal goals and ambitions? Our clients come to us for help with many challenges.

Cashflow planning

Cashflow planning can help you see ahead and plan for your future income needs, for example: paying for school/university fees, moving home, or stepping back from your business.

Business protection

There’s a baffling array of options when it comes to business insurance – understand which is right for you and which are worth the premiums in your circumstances.

Preparing for business sale

We’ll start by establishing what you want to do after the sale. We’ll then use cashflow modelling tools to help you work out how much capital you will require at the sale to achieve your goals.

Tax planning

Paying unnecessary taxes can create a big hole in your long-term lifestyle and retirement plans. We can help you explore tax-efficient investment plans and savings vehicles.

Estate planning

Building your wealth can take most of your lifetime. We can help you protect and pass on that wealth to those you choose and limit your exposure to tax.

Retirement planning

It’s important to know you have not only saved enough money to retire comfortably but that you can sustain that standard of living throughout your retirement. We help with both.

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