Start planning today so you can prosper tomorrow.

We provide expert wealth planning tailored for busy professionals and business owners who want to create, grow, protect, and ultimately transfer their wealth.

Our principles

  • Four people standing on a hilltop, embracing while watching the sunset, with backpacks and a bottle on the ground nearby.

    Trust

    Building trusted client relationships through personalised financial guidance.

  • Two women working together at a desk with a computer in an office setting.

    Expertise

    60+ years of combined and proven experience within our financial planning team

  • Two people sitting at a table, using a laptop displaying a website with furniture images.

    Support

    Professional and personal support for every stage of your journey in life and business.

What we offer

  • Financial review

    A comprehensive review of where you or your business are in relation to your financial goals and needs.

  • Wealth creation

    Designing savings and investment strategies to suit your lifestyle and goals. Helping your money work smarter and go further.

  • Lifetime financial planning

    A roadmap for every stage of your journey. We understand what success means to you, building a personalised plan to achieve it, step by step, year after year.

  • Tax-efficient retirement

    Plan your retirement. Structuring your future income efficiently. Ensuring tax-smart decisions for you and your loved ones.

  • Successful business exits

    Exit your business on your terms. We prepare you for a rewarding transition, so you can move forward confidently—whether stepping back or starting something new.

  • Family & Business protection

    Protect what matters most to you. We put safeguards in place to protect your loved ones and your business from life's unexpected challenges, offering peace of mind when it matters most.

Book a meeting

Meet the executive team

  • Michael Hoare in a grey suit and striped tie smiling outdoors

    Michael Hoare

    HEAD OF WEALTH MANAGEMENT
    Michael is the head of the Wealth Management service at SISgate. With over thirty years of experience in this field, he has dedicated his career to assisting clients in creating comprehensive financial roadmaps that promote stability for themselves and their families.

    LinkedIn
  • John Flynn man wearing a dark suit and light blue shirt against a beige background

    John Flynn

    CHARTERED ACCOUNTANT
    John possesses more than 30 years of experience in helping business owners improve their profitability, stimulate growth, and elevate the overall value of their enterprises, all while enhancing their personal wealth. Additionally, John is a chartered accountant by profession.

    LinkedIn
  • Liz Lavin smiling against a beige background

    Liz Lavin

    WEALTH PROTECTION SPECIALIST
    Liz meticulously oversees clients’ journeys, connecting them with the right expertise within the SISgate network. Whether it's navigating the intricacies of business growth in or securing long-term financial stability, Liz ensures that every client is nurtured and empowered at every stage.

    LinkedIn
  • Dan McKeown, wearing a dark shirt against a plain background.

    Dan McKeown

    DIRECTOR
    Dan leverages his extensive experience in working alongside owner-managers. This collaboration allows them to focus on the growth of their business while also integrating a personal wealth management plan tailored to their needs.

    LinkedIn

Here's what some of our clients have to say

  • Their personalized approach to financial planning has given me confidence in my retirement strategy. They truly understand my needs.

    Laurie Payton

  • The team's expertise in business exit planning was invaluable. They guided me through every step of the process with clarity and professionalism.

    Jamie Kokot

  • I appreciate their holistic approach to wealth management. They consider every aspect of my financial life and make it work together seamlessly.

    Lindsey Beumer

  • The personal attention and care they provide is exceptional. They're always available to answer questions and provide guidance.

    Keith Finley

Contact us

Need support in planning your future together?
Fill out some info and we will be in touch shortly.

We’re looking forward to hearing from you.