Overview

Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them. We offer guidance, ideas and support that will help you achieve your financial ambitions and remove the burden of making difficult financial decisions alone. We work with business owners, corporations and professionals including: • Entrepreneurs • Directors • Accountants • Lawyers • Private Equity Investors • Municipalities We also build relationships with professionals who need a Senior Wealth Advisor they can trust when making recommendations to clients. How we can help: 1] Wealth management - Investment solutions that maximise returns and control risk 2] Cash management - Investment solution for business owning wanting to maximize cash held within the business 2] Financial coaching – Empowering you to reach your goals and avoid common pitfalls 3] Tax planning - Taking advantage of your personal allowances 4] Managing risk on both a corporate and personal level 5] Retirement planning and managing your pension in retirement 6] Cashflow planning - Managing your income and expenditure What our clients say: After being neglected by our Big Bank wealth advisor over the past few years, we were fortunate to be introduced to Lidder Wealth. Their refreshing attitude and genuine concern about our investments has already shown us an increase in our portfolio values. They have a professional expertise and forward thinking knowledge that communicates with us on a regular basis. We would definitely recommend Lidder Wealth to others for a positive experience in management of their investments. -Ross and Colleen C If you would like to discuss how we could add value to your personal or professional finances please call us on 604 643 7707 for a no obligation initial discussion or e-mail alidder@cgf.com