Asset and Investment Protection
Does This Sound Familiar?
- You’ve just consolidated your pensions and are looking to secure the value of your estate
- You’ve developed a diverse portfolio of investments and want to protect your capital
- You are buying a new home, or are looking to renew a mortgage on your existing home, and want to protect the asset
Unforeseen health Issues
Unexpected redundancy
Market volatility
We Will help you to secure your financial future
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning, support and protection. The market for investment protection products is complex, with many providers offering products that overlap. With our independent expertise in this field, we will help you to navigate through the landscape of investment protection products to ensure you have the best blend of products to suit your individual financial circumstances, aspirations and attitude to risk.
This means we will:
- Review your current financial circumstances, and understand your financial goals
- Identify the best blend of pensions, investments and protection products to match your aspirations and risk appetite
- Implement the plans that we agree on your behalf and continually monitor progress
We Will help you to secure your financial future
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning, support and protection.
The market for investment protection products is complex, with many providers offering products that overlap.
With our independent expertise in this field, we will help you to navigate through the landscape of investment protection products to ensure you have the best blend of products to suit your individual financial circumstances, aspirations and attitude to risk.
This means we will:
- Review your current financial circumstances, and understand your financial goals
- Identify the best blend of pensions, investments and protection products to match your aspirations and risk appetite
- Implement the plans that we agree on your behalf and continually monitor progress
Schedule your free consultation today.
The Integritas Financial Planning Process
At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:
Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review

Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review
