Services

Financial Planning for High-Net-Worth Individuals

Bespoke strategies that align with your life goals, risk appetite, and legacy aspirations. Discreet, personalised advice for discerning clients.

Strategic financial planning and goal setting

What We Offer

Goal-Based Financial Planning Built for HNIs

For high-net-worth individuals and families, financial planning is not just about returns—it’s about clarity, control, and confidence. At LeapSquare, we design comprehensive financial plans that reflect your unique situation: multiple income streams, complex assets, tax considerations, and succession goals.

Our approach combines rigorous analysis with a deep understanding of your priorities. We help you define short-, medium-, and long-term objectives, allocate capital efficiently, and build a roadmap that adapts as your life and markets evolve. Every recommendation is tailored, transparent, and aligned with your values.

What HNIs Gain From Our Financial Planning

Structured Asset Allocation

Optimal mix across equity, debt, real estate, and alternatives based on your risk profile and time horizon.

Tax-Efficient Strategies

Legal tax planning and structuring to preserve more of your wealth while staying fully compliant.

Estate & Succession Readiness

Preparation for smooth transfer of wealth and business interests to the next generation.

Why Discerning Clients Choose LeapSquare

Professional financial advisory
  • One-on-one relationship – A dedicated advisor who understands your full picture and keeps your affairs confidential.
  • No product push – Advice driven by your goals, not commissions or third-party incentives.
  • Holistic view – We integrate investments, tax, insurance, and estate into a single, coherent plan.
  • Clarity and simplicity – Complex situations explained in clear terms, with actionable steps.
  • Ongoing review – Regular check-ins and plan updates as your life and the economy change.

Ready to Build Your Financial Roadmap?

Schedule a confidential conversation with our team. We’ll listen first, then design a plan that fits you.

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