service: Wealth Management Process

Not just Forex

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.

Areas of Expertise

Get in touch
with us

Want answers to a pressing question about our specialist financial services? Fill in the form and we’ll get back to you shortly

Prefer talking?

View a list of all our office numbers and addresses

Join our mailing list for all the latest updates

Copyright © Sterling Private Wealth (Pty) Ltd. All rights reserved. Web design by Perfect Circle and Brand Strategy by Simon Says

Disclaimer

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.