Financial planning

At Brooks Wealth Management,
we know that financial planning is not just about managing your money;

it’s about increasing your confidence, helping you achieve your financial goals, and get the life you’ve always wanted. It’s THE key to unlocking a brighter and more secure tomorrow


A strategy for every part of your journey:

Our mission is to build a long and fruitful relationship with you, helping you every step of your way. Our dedicated independent financial planners are here to assist you through the ever-changing environment of the financial service industry, tax legislations, as well as different needs during different stages of your life.

20's-40's: Accumulation Stage

This stage focuses on building your wealth by building your career or a business that will give you the income that you require at the time. Allowing you to save & invest towards you and your families better tomorrow.


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40's-50's: Growth Stage

As you move through life, we adapt our strategies to ensure your assets continue to grow and compound in order to accelerate the growth of your wealth. Putting you in control and helping you achieve financial independence and best retirement.


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50's-60's: Preservation Stage

There comes a point in life where safeguarding your wealth becomes more important than maximising gains as life can often throw unexpected challenges your way. Thanks to strategic financial planning, you'll be prepared for whatever comes your way and can enjoy the important things in life without any stress or worry.


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60's+: Reward Stage

When it's finally time to retire, our focus changes to ensure you can enjoy the fruits of your labour, making sure that your retirement is long & happy. It’s at this stage that you can get to fully utilise your financial freedom, help your loved ones get on the property ladder and flourish in their lives.


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How we work?

Our approach is built on three pillars:

1. Understanding You

Your journey with us begins with a meaningful conversation. We don't just look at the numbers; we want to get to know you, your dreams, your concerns as well as your hopes & aspirations. Your story is unique and so is your financial journey. That's why it's so important to have a bespoke strategy tailored to your unique needs.


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2. Taking strategic actions

While strategy sets the path, execution defines the journey. This stage is where we turn plans into reality, ensuring the optimal timing of every move. Our aim is clear: to maximize your returns, improve your life, and uphold tax efficiency. Consider us your dedicated partners, offering support for a seamless journey toward a better tomorrow. We strive to make your progress effective and effortless at every step.


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3. Delivering Results

Ultimately, it's all about results. Our job is to secure your financial success, to build and protect your wealth. We measure our success by your achievements and fulfilment, and take immense pride in being your trusted partner in turning dreams into reality.


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See what our clients have to say

I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.

Janice Alberts

Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.

Gary Meades

Michal Zin gave me great advice on live insurance. Professional approach and friendly attitude - highly recommended.

Boguslaw Kazberuk
Ready to make the first step?

Contact us today for a complimentary,
no-obligation consultation with one of our Independent Financial Planners. Together, we'll create a financial strategy that transforms your dreams into reality.