Our approach to wealth management is fundamentally rooted in our core principals and every client interaction is driven by a desire to better help achieve your specific financial goals.

 

 

Step 1: Understanding you

 

          Without first understanding your unique situation and goals it would be impossible to give any direction or advice. As such we focus on:

 

• What are your goals

• What are your wealth management needs

• What do you expect from your professional wealth advisor team

 

Step 2: Developing a wealth management offer

 

          Depending on your individual situation we develop a unique wealth plan based on the needs and goals identified at our initial meeting. These can include:

 

• Full financial plan

• Wealth transfer plan

• Business succession plan

• Retirement plan

• Investment policy statement

 

Step 3: Guardianship

 

          Once you are completely satisfied with the wealth management offer provided, we ensure a seamless, stress-free transition and ensure efficient implementation of the solutions provided. As your constant guardians, we monitor your portfolio's risk and return to meet your objectives and to ensure long-term stability and peace of mind. Guardianship includes: 

 

• Portfolio monitoring and rebalancing

• Timely information on market trends and developments

• Review of your goals and progress made towards achieving them

• Regular proactive contact to keep you informed and updated