Peacock Wealth Management

Financial & goal planning

Tailored financial solutions for individuals and businesses — compliant, transparent and supported by expert guidance and competitive rates.

What Is Financial & Goal Planning?

Financial Planning combines budgeting, investing, insurance and tax planning into a single roadmap. Goal Planning then maps specific life milestones (home, education, retirement) into measurable financial targets with timelines and recommended actions.

Why it matters

Clarity & control over cashflow
Defined measurable goals (education, home, retirement)
Disciplined saving & tax-efficient strategies

Key Components

Cash flow & budgeting
Risk & insurance planning
Investment & retirement planning
Tax, estate & succession planning

Our Financial Planning Process

Initial Consultation

We gather data and understand your life & financial priorities.

Goal Identification

Short, medium and long-term goals are mapped quantitatively.

Customized Plan

We create a tailored, tax-efficient portfolio and protection plan.

Implementation & Monitoring

We implement the plan, review regularly and rebalance as needed.

Who Benefits

Students & Families

Professionals & Entrepreneurs

Home Buyers

Pre-retirees & Retirees

Ready to start your equity investment journey?

Let our experts help you set up your account and craft a winning strategy.