Services.

Holistic Financial Advice builds a framework spanning your unique story and your future plans. RZFP designs tailored recommendations from investment and retirement planning to complex tax structuring. We partner with you to build comprehensive advice on your entire finances in keeping with your future plans.

A plan starts with a question: How can we help? Click on a service to read more:

We take pride in working without conflicts of interest from proprietary products and questionable business practices.

 

We are committed to upholding a fiduciary standard providing our clients with customised and non-transactional biased financial planning and advice, creating a unique service for a competitive rate. The value of investments/income can fall as well as rise.

 

Advice fees may apply.

Understanding personal finance is the single most important thing any adult can do to stay financially secure.

Dave Ramsey

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Wealth Succession

RZFP helps you to create with your family a shared vision for your assets.  

Succession planning using trusts and tax opportunities can offer you the peace of mind that your wealth will fulfil your wishes for those that you leave it to and future generations.

 

Planning for wealth succession can be rewarding, helping you and your family have positive conversations in views of your family wealth, supporting future education, business, or philanthropy.

Pension Planning

Whatever your choice of lifestyle, the right pension planning where your wealth is working for you is key.  

 

RZFP works carefully and transparently to select the best market providers with tailored solutions to offer to our clients, working alongside you at every stage of retirement planning.

Estate Planning & Wills

RZFP prepares the tasks to manage a client’s assets in event of incapacitation or death.  Planning for the preservation, management and distribution of assets in line with your wishes and safely within the rule of law, guiding you in the whole process to ensure your control in what happens to your wealth when you’re gone.

Complex Tax Planning

– International Tax Planning

– Portuguese Tax Planning

– Tax Litigation

– UK Tax Planning

– US IRS

 

The benefits of structuring your finances tax efficiently can be huge!

 

RZFP works with specialists in their specific tax fields ensuring your complex tax structure adds value, compliancy and savings our clients money, either now or in the future.

Non Financial Assets

– Multi-jurisdictional Tax
– Compliance 
– Citizenship and Residency 
– Corporate Services
– Insurance Services 
– Trust Services 
– Concierge Services for Real Estate
 
RZFP works alongside experts across multiple jurisdictions providing professional administration services.

Private Office Services

A financial concierge providing a single point of contact helping to reduce cost and complexity where multiple services are required. 

 

RZ Financial Planning has numerous experts across multiple jurisdictions providing professional administration services. We aim to help preserve and nurture your financial health assisting by obtaining the highest levels of professional providers, whilst providing our single holistic management private office service. We keep track ensuring all administration is completed to the highest standard, service partners are synergised and your plans are created to your benefit.

 

Cost effective services from expert independent advisers.

a) Equities

b) Cash

c) Fixed income

d) Alternatives

e) Other financial assets

a) Tax compliance

b) Citizenship & residency

c) Estate planning

d) Concierge services for real estate

e) Corporate services

f) Insurance services

Planning Wealth

RZFP allows you more control over how and where to invest, giving you the power over final investment decisions.  Helping you to understand your unique risk appetite and the market ups and downs.  Advising your investment approach, whether it be in tech, currencies or ethical considerations. 

Investment Structures

With access to effective and efficient wrappers for your investments, RZFP has a team of specialist providers for investment structures.