Wealth Strategies - Independent Investment and Financial Planning Services
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Wealth Strategies - Independent Investment and Financial Planning Services Details
Financial Planning and Wealth Management require expert knowledge, as well as personalised client care. At Wealth Strategies we strive to achieve these two goals. This is no easy task as the profession has a wide scope and maintaining personal relationships with many clients is no mean feat! It is for this reason that we have specialised in the area of investments ( including retirement planning ) and estate planning ( including Will drafting ) and we align ourselves with other professionals to provide the expertise to our clients, which is beyond our scope.Even within the sphere of investments, one is faced with a myriad of investment options, in terms of investment houses and products. Advisers have to restrict themselves in this regard, to offer their clients the appropriate level of product knowledge and client service.I am of the opinion, that the advisor and client should have an honest discussion upfront, regarding their mutual expectations. This will cement their understanding and level of expectation, which is so important in underpinning what starts as a business relationship, but invariably, with time, progresses to being a personal one.One of the issues which needs to be clarified includes the level of investment experience of the client. It's no use discussing an investment portfolio in highly technical terms to someone who has inherited a large amount of money, but who has no investment knowledge. Conversely, an experienced or savvy investor may need in-depth portfolio updates and discussions around tax and estate planning.With inheritance or estate planning, which is tied in some respects to investment planning, the level of detail varies from person to person.Retirement planning often overlaps with investment planning, but clients need to understand the concept of managing their post retirement income so that they do not out - live their savings.Please contact me if you'd like to chat.RodCell: +27 83 653 8754Email: rod@wealths.co.za
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