OUR SERVICES
Personalised
Wealth Advisory
At Congruent Capital, our services are designed to cater to the unique needs of business owners and retirees.
Our proprietary Wealth Planning Framework seamlessly integrates your unique personal aspirations with your financial goals.
WEALTH
PLANNING
Comprehensive plans that align with your personal and business objectives.
RETIREMENT
INCOME PLANNING
Ensuring a secure and comfortable post-work life through careful consideration of income sources and tax optimisation.
BUSINESS PLANNING
& SUCCESSION
Strategic guidance for business owners, including succession planning and continuity strategies.
RISK
MANAGEMENT
Quantifying and mitigating risks across areas like sickness, death, taxes, and estate planning.
CONTINGENCY PLANNING
Preparing for emergencies and medium-term goals, ensuring financial resilience and adaptability.
LEGACY & DISCRETIONARY
INVESTMENT PLANNING
Structuring investments to meet long-term goals and family values.
BESPOKE BUSINESS INVESTMENT SOLUTIONS
Tailored investment strategies designed to meet the unique needs and goals of your business.
