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Wealth Management



When we were young we learned that if we wanted something, we had to save up for it. If it was worth having, it was worth the time it took to get it. 

Save and one day it’ll be ours. No matter how impatient we were, that was the way it worked. Today, the same is true. Whether for a holiday, a rainy day, or the day you retire.

To get something you want, it’s essential to put a plan in place designed to help you achieve it.

Investment is about putting your money to work, to help you make more money.

While you’re at your job, dining with family, or, asleep… night and day your money should be working hard for you.

Your investment choices can help you do things you really want to do. It could fund your children through university or fund the lifestyle you want in retirement. Whether your goal is short-term or long-term, plan to reap the rewards of financial freedom.

In our experience, no two people’s goals are the same. That’s why it’s essential to take a personal approach to wealth management. Here’s how we can help you do that. First, an experienced Authorised Financial Adviser will help you review and analyse your current situation. They will learn about your feelings towards risk, prioritise what you would like to achieve, and get an understanding of your desired time frame.

The next step is to design your personal plan and create a portfolio which is carefully put together to achieve your goals.

You’ll be able to review your investment or update your preferences and choose to stay in contact with your Adviser by email, over the phone and arranged catch-up meetings.

We’ll give you:

  • Expert financial advice and recommendations to help you build your wealth.
  • Straightforward, practical investment advice to help you achieve your goals.
  • A personal plan with the aim of giving you an income when you need it.

For a personal approach to wealth management for you and your family, talk to us first at AdviceFirst.