Graham Bond
Lifestyle Financial Planner and Business Owner @Consilium Asset Management Ltd
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WORK HISTORY
Lifestyle Financial Planner and Business Owner @Consilium Asset Management Ltd
We offer a bespoke Lifestyle Financial Planning Service for Business owners and Senior Executives over the age of 45.• Helping our clients to understand and put into place a financial plan that will provide them with security, confidence and peace of mind• Providing expertise in retirement, investment and tax planning has resulted in our clients meeting and exceeding their retirement goals and objectives
SKILLS
ABOUT GRAHAM BOND
I am a highly motivated and confident LifeStyle Financial Planner and Business Owner leading a cutting edge business and using my extensive analytical skills to find financial solutions to enhance a client’s lifetime goals and ambitions. I always have my eye on the wider picture and use my skills to find new and innovative ways to answer important lifestyle questions and provide answers that ensure financial independence both in the short and long-term.I am one who values high ethical standards, collaboration, new ideas and dedication to “best practices” in all areas of expertise. I specialise in Consulting and Customer Service, and am focused on improving performance objectives. I am recognised for the achievement of goals and business objectives especially as they pertain to exceeding expectations.Most of my clients are those that have reached the age of understanding that it is never too late to plan on retirement. However, the sooner the better. These clients are most predominately 45 years of age on up and are either business owners or executive level professionals. My services however, are not limited by either demographic. I am here to help anyone who has these same concerns.If you are seeking answers to your retirement options as well as your financial security and independence; please feel free to contact me at any time. I am here to help and looking forward guiding you to a more satisfying lifestyle for your future.
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