Wealth Management Process

Our wealth management services are specifically geared towards achieving long-term goals and objectives that have been agreed on at the start of our relationship. In order to establish your long term goals and prepare an appropriate structured plan, we need to establish (amongst others) the following:
  • Your current financial and personal circumstances (current investments, assets, liabilities and income potential, as well as an understanding of your family situation);
  • Goals and expectations you have in terms of your investment portfolio and current or future income/capital requirements;
  • Your personal values in terms of what you expect to achieve with your income and capital expectations;
  • Personal expectations in terms of portfolio performance and capital volatility, and your understanding of portfolio and asset class returns;
  • Any other issues that may need further discussion.
Having spent time understanding your personal requirements and expectations, and using the information gathered both during the meeting and from the Client Questionnaire which you will have completed, we then prepare a report which will cover the following issues:
  • A summary of your circumstances and requirements;
  • Assessment of your specific financial goals and expectations in terms of your current assets and projected cashflows;
  • Specific recommendations on structuring an appropriate portfolio;
  • Cash flow projections based on what we believe are reasonable assumptions regarding long-term portfolio returns and income requirements;
  • Identification of any risks posed to your long-term goals (for example, ensuring that any children/dependants or family members have adequate medical aid/life cover);
  • Specific issues regarding estate planning, and recommended estate planning mechanisms to resolve these.

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