Wealth Management

Experience life

Wealth management is an overused term as most professionals find it difficult to actually define what it is with any degree of precision.

If you are an affluent individual, then the truth is you are probably looking to solve/enhance your current financial situation, whereby increasing your personal wealth. The role of the advisor is to ask all the relevant questions pertaining to your current situation. Then review those with you to ensure the information is accurate in terms of what was shared. Based on that information and with your approval, they would share the details with their team of experts to put together a comprehensive plan that can be implemented within a time-frame that works for you. This will then require regular follow-up meetings to ensure the plan is on-track for you.

That being said, wealth management services are not a fit for all affluent individuals. If you have diverse needs and wants then it will probably be more appropriate.

A little thought and a little kindness are often worth more than a great deal of money

Time is more value than money as you can always get more money, but you cannot get more time

To give real service you must add something which cannot be bought or measured, and that is sincerity and integrity

Wealth is the ability to fully experience life

A bank is a place where they hand you an umbrella in fair weather and ask for it back when it begins to rain

We make a living by what we get, we make a life by what we give

We must let go of the life we planned, so as to accept the one that is waiting for us

Better to be a lion for a day, than a sheep all your life