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Our Services

You want sound financial advice; we can help.

Mountain Ridge

Discretionary Portfolio Management

Life is  stressful enough. We  manage your investments and keep you on the path toward your financial goals.

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Financial Planning

Am I saving enough? Will my nest egg last? When can I retire? We can answer these questions and provide you with a clear understanding of what it takes to reach your goals.

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Insurance

We help you understand your financial risks and what coverage you actually need, and balance that against the costs.

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Tax Planning

We will explain the choices you have and help you navigate your way to a tax-efficient future.

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Estate Planning

By taking the right steps today, you can ensure that your assets are preserved for your beneficiaries and your estate is not a burden to your trustees.

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Decumulation Planning

We  help you understand how the choices you make today affect the tax outcomes in the years to come, with an aim towards minimizing your lifetime taxes.

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