Colin Bernic has 26 years' experience in the industry, where he has gained invaluable knowledge and insight into the financial planning process. Over the years, he has built long-standing relationships with an emerging and high net-worth clientele.
Colin puts his clients' needs before the sale of any product. He believes in acting ethically and with integrity. Trust and relationships is an essential part of the role Colin plays in establishing and working towards lifestyle and financial goals. He partners with his clients and is there to support and advise them throughout the journey ahead, no matter what roadblocks may be encountered along the way. He refers to this as his "Partnership of Understanding".
He provides, together with his highly experienced back office support, a comprehensive and personal service, ensuring that his clients know where they are and where they are going. Through using layman's terms, there is seldom a risk of misunderstanding the advice Colin gives.
His expertise lies in:
- The comprehensive analysis of existing risk and investment portfolios
- Risk assessments and structuring in keeping with lifestyle financial planning
- Investments and wealth building in keeping with lifestyle objectives
- Retirement funding to meet lifestyle goals
- Estate Planning to minimize the effects of Capital Gains Tax, Income Tax and other duties
- Auditing of existing Trust structures using strategic alliances in the legal and tax industry, ensuring that the Deed document incorporates up-to-date legislation and tax efficiency
- The drafting of Wills with his strategic partners
FSP number: 703
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