To provide the most appropriate wealth management solution for you, we need to understand your financial requirements. To assist in this process, we will ask you a series of questions which will include obtaining an understanding of:
Where you have another financial professional or accountant working for you either locally or abroad, we will be pleased to look over any associated financial documentation to ensure that any strategy we develop for you is properly aligned on a local/global basis as applicable.
Once we have obtained the background to your circumstances and have considered this, we formulate the most appropriate wealth strategy for you.
In reviewing the market of available investment options, we initially focussing on the areas in which you have the greatest financial need.
Following our initial analysis, we consider any additional ways to add value to your overall wealth strategy. This requires strategic thought (local or international as the case may be). With a team having a combined 150+ years of financial services experience, this step provides our clients with substantial value-added benefits compared to simply selecting a wealth management portfolio alone.
As any wealth management strategy takes time to implement and personal circumstances, taxes and legislation change over time, it is important that a system is put in place to check- in on a regular basis to ensure that your wealth management strategy remains on track.
Such is covered off by our ongoing advisory service.
In this service, we review your position on an agreed ongoing basis to ensure that your financial strategy remains on track and where adjustments are required, these can be made, on a regular basis, re-setting the path for the continued achievement of your developing financial goals.
Risk Warning: Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested.