ABOUT PRIVATE WEALTH MANAGEMENT
Private Wealth Management is a registered Financial Services Provider established to meet the lifestyle financial planning needs of individuals in the affluent and professional market. We have provided trusted advice and wealth management solutions, giving purpose to our valued clients’ wealth since 2000. Each of our financial planners are required to stay up to date with the latest developments in financial and estate planning; the advantages and disadvantages of many international and local investments; and tax, legal, life and risk environments. We have a robust lifestyle financial planning advice philosophy and access to bespoke solutions offered by selected product providers.
JOURNEY TOGETHER
Financial planning is a lifetime journey that allows us to form relationships built on trust and understanding. The first and most important step is identifying what is most important to you and your family. We plan with your lifestyle and lifetime journey in mind. Our unique Lifestyle Financial Planning approach ensures that you are empowered to make the right financial and life decisions, so that you can afford to enjoy the moments that make life special.
LIFESTYLE FINANCIAL PLANNING
LOCAL INVESTMENTS
ESTATE PLANNING
WEALTH PROTECTION
OFFSHORE INVESTMENTS
INVESTOR EDUCATION
YOUR JOURNEY
We plan with your lifestyle and lifetime journey in mind. Our unique Lifestyle Financial Planning approach ensures that you are empowered to make the right financial and life decisions, so that you can afford to enjoy the moments that make life special.
Lifestyle:
Your financial plan starts with your hopes, fears, goals and vision for the future. Whether you want to generate income or preserve capital, incorporating both your current lifestyle and your desired lifestyle into the plan.
Return:
Once we have a better understanding of you and what you want to achieve, we determine the required investment return to achieve your lifestyle goals.
Asset Allocation:
Your required investment return will determine the asset allocation of your investment strategy, taking the associated investment risks into account. Our inflation-plus investment approach is uniquely designed and managed with all of this in mind.
Risk:
We look at your risk holistically in the context of what you’re trying to achieve, including how realistic your lifestyle goals are, based on your financial circumstances. We analyse risk with the understanding that it’s not limited to investment risk, but includes inflation and behavioural risk.