Your life goals

Whatever stage of life you’re at, we can guide you through the opportunities and challenges you face. Your investment goals may be different, but here are some examples of the sort of questions our wealth planners can help you answer:

Am I ready for life beyond work?

Am I ready for life beyond work?

After a lifetime of hard work, maybe it’s time to take a step back and reap the rewards of your hard work. Whatever you want to do next, we can help you manage the transition.

What will my children's future hold?

Your children are your legacy. And you want them to be well equipped for the challenges ahead.

What will my children's future hold?
The world is unpredictable. Could now be the time to sell my business?

The world is unpredictable. Could now be the time to sell my business?

Selling the business you’ve made a success will always be an emotional decision. We can help you make the right choices.

What about when I'm gone?

It’s not easy to think about how you would secure your family’s future if you were no longer around. But successful wealth planning prepares for every possibility.

What about when I'm gone?
Am I losing out? What can I do to grow my business?

Am I losing out? What can I do to grow my business?

Even when business is good, it’s hard not to wonder if it could be better. Every driven entrepreneur wants to maximize their company’s potential.


We’d like to meet you

Come and see us so we can start working towards your future.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.