Establishing the best wealth management strategy to generate, manage, preserve and transfer your personal wealth can be challenging if you do not have the knowledge and network.
We have the specialties in this area and we can assist you in establishing the most suitable wealth strategy for you. We strive to provide substantial positive value to your financial life and we expect you to be comfortable about employing our services.
As part of our strategy to assist you with managing your wealth successfully, we will have to discuss with you and obtain some information from you including but not limited to the following;
- Determine your Financial Aspirations
- Determine your Personal Risk Profile
- Analyse your Existing Situation
- Plan your Journey
- Assess your Investment Needs
- Forecast Outcomes and Key Performance Indicators
- Share Ownership of the Journey through Discussion and Documentation
Determine Your Financial Aspirations
Everyone has their personal financial aspirations to achieve in life. We can provide comprehensive advice and assist you in planning and managing your wealth in order to achieve your financial aspirations.
Determine Your Personal Risk Profile
As part of the wealth management strategy planning process, we can assist you to analyse and determine your personal risk profile.
Analyse Your Existing Situation
Once we have established your financial aspirations and your personal risk profile, we can assist you to analyse your current wealth situation and establish the most suitable wealth strategy.
Plan Your Journey
Once we have determined your financial aspirations, personal risk profile and analysed your existing situation, we can assist you to plan your wealth journey by establishing the most suitable wealth management strategy.
Assess Your Investment Needs
We can assist you to assess your investment needs and provide comprehensive advice on the choice of investments that will help you to achieve your financial aspirations.
Forecast Outcomes and Key Performance Indicators
Once we have determined your investment needs, we can assist you to forecast the outcomes and determine the key performance indicators for each investment.
Share Ownership of the Journey through Discussion and Documentation
Paul Hodson
Paul has extensive knowledge of strategies in the provision of strategic financial solutions to clients including wealth accumulation, investment, superannuation (including self-managed and corporate super funds), debt reduction, retirement planning (pre and post retirement), social security, personal risk management (for individuals and business owners) and estate planning.
Contact Abbotts today to learn more about our wealth management services
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