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Investment Advice

At Wallace Financial Consultants we employ a multi layered approach to Investment Management.  Savings and lump sum investments, if invested wisely, can provide the means for funding future life goals.

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Retirement Planning

At Wallace Financial Consultants we believe in actively managing your pension fund, both before retirement and especially after retirement. Your retirement fund has great scope from an investment point of view and we believe we can match an appropriate Pension Portfolio with each client’s risk appetite.

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Life Assurance and Family Protection

It is important to make sure that you and your family won’t have financial problems if a misfortune like an accident, death or illness happens to you or a member of your family. Appropriate use of Life assurance and Critical illness contracts can help to mitigate the financial risks of premature death or unexpected illness.

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