What is Wealth Management?

‘Wealth Management’ is a phrase that often appears in the marketing literature of financial institutions and advisers, but what actually is it? We believe that a holistic wealth management service must combine the following elements:

Investment
Consulting

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

Advanced Financial Planning

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

Relationship Management

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.