Service 2

In this crucial second phase, the Wealth Optimisation Process, we help align your assets with your vision.

With on-going encouragment, advice and investment management we simplify, streamline and control all your assets based on the following principles:

• Your vision, values, goals and concerns are the basis for the Action Plan — not short-term market fluctuation.
• Designed to prudently achieve your dreams and goals — not to beat the stock markets.
• Progress Reports and Portfolio Stress Tests tell us when to adjust course.

This means our Holistic & Comprehensive Wealth Management will provide you with answers to four key questions to support you as you prudently pursue your dreams

1. When will you have enough resources to do what you really want to do?
2. How can you optimise your investments and cash flow?
3. What will be the sources of your income — for the rest of your life?
4. How much can you give away while you are living — and after you pass on?

Our new Wealth Optimisation Process takes you through 6 clearly defined but intricately linked steps

Step 1. Envision your ideal future — Determine which dreams you want to make real — during a 35-Minute Vision Discovery Session

• Exploring your dreams and aspirations
• Defining what’s important to you
• Establishing your preliminary goals
• Identifing challenges and concerns

Step 2. Determine What You Can Afford — during a 60 MinuteVisual, Collaborative Scenario Planning Session

• Planning Session
• Test VariousScenarios
• Select Preferred Future

Step 3. Set Goals Based on Your Vision


Step 4. Develop a Written Action Plan — A "blue print” for turning your vision into reality

• Life Optimisation Strategies: Life Planning Based on Positive Psychology
• Wealth Optimisation Strategies: Financial Planning & Modern Portfolio Theory

Step 5. Implement Life and Wealth Strategies — The Combination of Market Results and Investor Behavior Determine Long-Term Sustainability


Step 6. Monitor Results and Adjust Course as Needed — On-going Advice, Coaching, Services & Progress Reports Are All Focused On Achieving Your Vision & Goals

• Annual Stress Test
• Adjust Course as Needed

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Managing investments for trusts carries important associated responsibilities, and not least the demands of the Trustee Act 2000.

In some family circumstances investments placed in trust can play a key role in maximizing assets available for subsequent generations. Planning, setting up, and managing such an investment portfolio needs experienced professional help.

We can advise trustees in many different situations on managing risk effectively, and balancing the potentially conflicting requirements of capital growth and income. We are always happy to work with your solicitors.