Wealth

Wealth is a relative term as wealth for one person is different to wealth for another person and this would be appplicable for businesses too.

Introduction

WHAT IS WEALTH?

Wealth means different things to different people. For some it may be sharing a business, for others it could be earning their first pay check or buying their first car, for others it’s saving for retirement. Regardless of where you are in the wealth journey, we thoughtfully enable your legacies and dreams through outstanding expertise in insurance, investments and fiduciary.

 

OUR WEALTH PHILOSOPHY

Our Wealth philosophy is cognisant of the need for value creation to both businesses and individuals, we offer valuable advice that enables you as an individual or business to plan and manage your wealth over time.

In a nutshell, the objective of our philosophy is to ensure our clients grow, preserve and protect their wealth by taking a long-term approach to their financial matters.

We take a holistic view of the client and provide a goal based framework that enables them  to create and manage their wealth as explained below:

  • Individual clients

It starts with identifying goals and objectives over a period of time. We look at what plan the client needs to put in place not only create and leave a legacy whilst living and enjoying it and at the same time protecting it.

  • Business clients

We assist the client in putting a plan in place that enables them build the business, run and grow it and also impact the world. A big focus is given to ensuring the business is well protected. 

Our philosophy is built on enduring relationships, true understanding and trust. The focus is on financial partnerships and relationships, not financial craftsmanship.

Wealth for Business

 

OUR WEALTH PHILOSOPHY

 

Our Philosophy and Beliefs

 

In the business world wealth measures the value of financial resources. However, wealth is a relative term as wealth for one business is different to wealth for another business. Regardless of the size of the client’s business, the definition of wealth remains the same: it is a tangible or intangible thing that makes a business better off.

 

We have created a model that captures our philosophy or approach to advising business clients in the planning and management of their wealth over time. This is called the Wealth Framework. This model presents a holistic view of a client’s goals-based objectives across each aspect of wealth management.

 

In a nutshell, the objective of our philosophy is to ensure our clients grow, preserve and protect their wealth by taking a long-term approach to their financial matters. We seek to create value for our clients through building their business and investing their money and we give purpose through helping them to run their business and impact their world while all along protecting themselves and their business.

 

Our philosophy is built on enduring relationships, true understanding and trust. The focus is on financial partnerships and relationships, not financial craftsmanship.

 

If we can’t respect the way we earn it, money has no value. If we can’t use it to make life better for our families and loved ones, money has no purpose.

Gregory Roberts

 

Our philosophy is based on a set of five beliefs.

 

BELIEF ONE: Start with the end in mind

  • We believe in setting realistic goals in partnership with the client’s business that speaks to their aspirations and business strategy, not just their current reality.
  • We believe that you can plan to succeed.

 

BELIEF TWO: Wealth is about your purpose

  • We believe that true wealth is about doing business with a greater purpose and deeper meaning.

 

BELIEF THREE: Wealth is a journey

  • We believe that each business phase relates to and informs an important aspect of the business; together they paint a bigger picture or long-term vision.
  • We believe that we can walk with our clients along this journey.

BELIEF FOUR: Risk is relative

  • We believe that by focusing on strategy and goals, not benchmarks or returns, risk will effectively be managed.
  • We believe in matching your assets to your liabilities.
  • We believe that an investment portfolio is primarily about being objective, not subjective.

 

BELIEF FIVE: Every business is unique

  • We believe in listening and understanding the business first; only then proposing a well-informed solution to address needs, manage wants, achieve goals.

                  

Our offering

Personal Wealth

OUR WEALTH PHILOSOPHY

 

Our Philosophy and Beliefs

 

Wealth is a relative term as wealth for one person is different to wealth for another person. However, regardless of the levels of wealth that a client is at, the definition of wealth remains the same: it is a tangible or intangible thing that makes a person, family or group better off.

We have created a model that captures our philosophy or approach to advising clients in the planning and management of their wealth over time. This is called the Wealth Framework. This model presents a holistic view of a client and their wealth, with goals-based objectives across each aspect of wealth management: from building and enjoying wealth, to saving wealth to sharing wealth…while all along planning and protecting wealth.

In a nutshell, the objective of our philosophy is to ensure our clients grow, preserve and protect their wealth by taking a long-term approach to their financial matters. We seek to create value for our clients through “create & build” and “save & invest”, and give purpose to their wealth through “live & enjoy” and “share & legacy”.

Our philosophy is built on enduring relationships, true understanding and trust. The focus is on financial partnerships and relationships, not financial craftsmanship.

 

Our philosophy is based on a set of five beliefs.

 

BELIEF ONE: Start with the end in mind

  • We believe in setting realistic goals in partnership with the individual human-being that speaks to their lifetime, not just their current reality.
  • We believe that these goals must first and foremost be rooted in their personal aspirations.
  • We believe that with careful planning and understanding of the end destination, wealth becomes a meaningful resource for purposeful living.
  • We believe that you can plan to succeed.

 

BELIEF TWO: Wealth is about your life’s purpose

  • We believe that true wealth is about leading a life that has a greater purpose and deeper meaning.
  • We believe that the return on a lifetime of working should be a life with greater purpose – from a secure and happy family, to meaningful memories and ultimately, peace-of-mind.
  • We believe that we can help human beings create a better purpose with their lives, through the considered management of their wealth.


BELIEF THREE: Wealth is a life-long journey

  • We believe that each financial ‘life-cycle’ relates to and informs an important aspect of your life; together, they paint a bigger picture or long-term vision of your wealth.
  • We believe that this is a journey that we can walk with you and those you love from beginning to end.

 

BELIEF FOUR: Risk is relative

  • We believe that by focusing on your goals, not benchmarks or returns, risk will naturally be managed.
  • We believe in matching your assets to your liabilities.
  • We believe that an investment
    portfolio is primarily about being objective, not subjective.
  • We believe that trading and speculation is not necessary if proper planning is in place.

 

BELIEF FIVE: Every client is unique

  • We believe that our role is about people’s lives, not the numbers.
  • We believe that our work is to serve human needs, not solely our own.
  • We believe that we are each on our own unique journey to wealth creation at different stages of our lives.
  • We believe in listening and understanding the human being in front of us first; only then proposing a well-informed solution to address their needs, manage their wants, achieve their desires and reach their dreams.

  

Our offering

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