WEALTH MANAGEMENT

SET OBJECTIVES - STRATEGIC ASSET ALLOCATION - PORTFOLIO CONSTRUCTION (TACTICAL ASSET ALLOCATION) - MONITOR AND REPORT BACK TO CLIENT

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Long term through the cycle solutions according to a risk profile.

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Wealth Management process: 

• Establish and define professional relationship

• Gather data (and goals)

• Analyse and evaluate your financial status

• Develop and present wealth management recommendations or alternative options

• Implement wealth management outcomes

• Monitor wealth management recommendations

Retirement planning:

• Planning while you are a wealth creation phase of life

• Once retired- preservation and transfer of risk phase

External advisors - Coordination of 3rd parties including:

• lawyers​

• accountants - tax & management accountants

• investment and insurance advisors

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