Hannes Olivier Wealth Management
Creating your unique solution
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.
Creating your unique and custom Solution
Your goals for your financial future lies at the heart of every solution we propose to you. As such our process starts with the most critical and fundamental aspect of wealth planning, YOU! Through a guided conversation we look to help you identify and put into financial terms what your goals are for your wealth creation, protection and legacy. Furthermore, we help determine what all your financial needs are and get an understanding of what you expect from your wealth advisor team.
Once we have established what you would like to achieve, we can develop a wealth roadmap that may include some or all of the following dependent on your individual situation:
We know the world is an ever changing environment and as such any plan done is but a snapshot in time. As your life changes and circumstances change, we update our plan accordingly to reflect this new information. As the guardians of your wealth we monitor your wealth plan and manage your investments by making timely adjustments based on market trends and developments as they occur. We keep in regular contact with you and keep you informed of significant developments that could impact your Wealth Plan.
Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services: