Holistic wealth management
True financial well-being involves much more than an investment portfolio. Our sophisticated approach to wealth management integrates tax and risk management strategies across six key dimensions of your financial life, ensuring your financial plan aligns with your core values and vision.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.