Financial planning is a lifetime journey that allows us to form relationships built on trust and understanding. The first and most important step is discovering what’s most important to you and your family.
This serves as the foundation of a life-long relationship underpinned by world-class financial advice and a support structure that guides you every step of the way.
Your journey of a lifetime starts today.
GIVING WEALTH PURPOSE
Wealth is more than just money. It’s the key to unlocking new opportunities, pathways and is an integral part of building a solid foundation to achieve all of your goals.
However, accumulating wealth takes time as well as a great deal of sacrifice and patience. That’s why there’s nothing more important to us than understanding what’s most important to you.
Together, we will uncover the future you envision for yourself and your family, so that we may assist you in creating a legacy that you can be proud of.
BUILDING A LEGACY
Everyone wants to create a meaningful legacy for themselves and their family. This requires a comprehensive financial plan that takes all of your needs and goals into consideration.
Your financial plan must revolve around growing, managing and preserving your wealth, for yourself and future generations.
This will enable you to shape the future that you want, and provide your loved ones with a platform to follow their respective paths.
Add meaning to your journey with our lifestyle financial plan.
Lifestyle Financial Planning
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.
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.
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.
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.
Lastly, 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.