| Our
Wealth Management Consultation Process ensures that we offer a comprehensive wealth
management solution | Your investment
portfolio is the engine room of your financial success. Investment Consulting
is therefore a key element in managing your wealth. We
define Investment
Consulting as:
- Summarising
your current position
- Establishing
your goals, priorities & preferences (including attitude to risk)
- Analysing
your current portfolio to determine its alignment with the above factors and academically-based
investment principles
- Presenting
a written investment plan that provides a diagnostic of your current portfolio
and makes recommendations for any realignment.
- Implementing
the recommendations
- Regular review
& portfolio rebalancing
| Once
we have a thorough understanding of your current position, goals, priorities and
preferences we will work with our team of Wealth Management experts to evaluate
all aspects of your financial situation and devise appropriate solutions. We
consider four areas during the Advanced Financial Planning process:
- Wealth
Enhancement
- Wealth Transfer
- Asset
Protection
- Charitable Gifting
Our
recommendations are presented in your personal Wealth Management Plan
| Our
relationship management role places us in the position of 'project manager' for
all your financial affairs. Our clients want one person
they can call - someone they can count on - someone who will provide a rational
sounding board - someone with experience and know-how who can help simplify their
lives. We will coordinate the team of experts needed to
address all of your wealth management needs, liaising with your existing advisers
or introducing you to new ones if necessary. Our
goal is to provide proactive, big-picture thinking combined with careful, detailed
analysis to assist our clients in their efforts to meet their overall financial
objectives.
|
