Not every financial journey requires full-time investment management. If you're looking for expert guidance to clarify your financial picture, a fee-for-service planning engagement may be the right fit. Murray Callaghan offers tailored financial plans without the need for ongoing portfolio management.
Whether you're managing a pension decision, incorporating private and public income streams, or simply trying to understand your full financial picture, limited financial planning engagements can bring everything into focus. This one-time or short-term engagement gives you access to expert financial advice—delivered with objectivity and backed by years of experience.
Fee-for-service planning is ideal for individuals who need help navigating complex personal or business finances. From integrating corporate assets to assessing government pension income, Murray can help build a forward-looking financial strategy tailored to your life.
