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:
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:
Sterling Private Wealth (Pty) Ltd takes every precaution to ensure that the information supplied on this website is correct.
Nevertheless, all the information supplied on this website is done without warranty, express or implied, as to its accuracy or completeness.
Sterling Private Wealth (Pty) Ltd shall not be responsible and accepts no liability for any loss, liability, damage (whether direct or consequential) or expense that stems from the use of or reliance upon any information, links or services provided through this website. If in doubt please contact us directly.