Our services
People come to Ginkgo Financial at different points in life and with very different questions.
Some are just getting started. Others are navigating a change – a business, a retirement, a divorce, a loss. Some are thinking about what they’ll leave behind.
Whatever stage you’re at, our role is the same: to bring clarity, calm and confidence to the decisions you’re making. Below are the people we typically help. Find the one that sounds most like you, or get in touch and we’ll point you in the right direction.
Getting organised
You’ve built up savings, pensions and investments in different places – and want someone to help you make sense of it all.
Growing your wealth
You’re earning well or have money to invest, and want to make thoughtful confident decisions about what to do with it.
Protecting and providing
Life is busy and your responsibilities are many. You want to know your family is protected and your future is on track.
Running your business
Your personal and business finances are tied together. You want both working in harmony – today and for whatever comes next.
Planning for retirement
Retirement is on the horizon. You want to understand what you have, what you’ll need, and when you can comfortably stop working.
Enjoying retirement
You’re retired or nearly there. You want your money to last, your life to feel secure, and your plans to adapt as the years unfold.
Navigating divorce
Divorce brings a wave of financial questions at an already emotional time. You want to understand where you stand and plan the next chapter.
Protecting your legacy
You’re thinking about the future for the people you love. You want to make good decisions about inheritance, gifting and legal arrangements.
Not sure which of these is you?
That’s fine – most people don’t fit neatly into one box, and you don’t need to work it out before getting in touch.
Your first 30-minute conversation with an adviser is free, with no obligation. Tell us a bit about your situation and we’ll match you with the right adviser and arrange a time to talk.