Access to expert personal financial advice
A dedicated professional financial advisor that knows their client's plan and personal and financial circumstances, ensures that expert advice is always at hand for all financial decisions. This saves time, protects clients from making costly mistakes and taking unnecessary risks. It also ensures that decisions are made in alignment with the planned financial destiny in mind.
Personal financial administration
Personal financial management requires regular adjustments, maintenance and administration. Our efficient team ensures that financial decisions are implemented seamlessly and keeps our clients informed of the progress. All relevant information is updated regularly, queries are handled professionally, documents are stored for ease of reference and both ad-hoc and regular transactions are implemented seamlessly.
Personal financial coaching
We believe that managing a client's wealth is a partnership; both the client and the advisor have responsibilities. To enable our clients to achieve a state of financial wellbeing we continuously invest in developing our clients financial skills and knowledge, and educate them with the aim of helping them to adjust their financial behaviour where needed and to empower them to make informed financial decisions.
With a personal relationship in place, our advisors have an understanding of their client's family setup and financial circumstances as well as where the client is in terms of their WealthMap. With this in mind our advisors serve as a coach for their client's, training them in the fundamentals of wealth management. The advisor also serves as a sounding board and guides the client in financial decision making.
Our clients are empowered to make better financial decisions, enhance their ability to create wealth, adjust their behaviour and evaluate the advisor's value.