What is Total Wealth Planning
Total Wealth Planning isn’t just about investments and building a portfolio. It’s about receiving the professional advice you need to get the most out of your assets so you can finance your dreams and plan for your future.
Total Wealth Planning has various components and should be thought of as a roadmap for your future. Since each of us has a different view of the future, a Total Wealth Plan can add value by being as complex or as simple as you need it to be to fit your circumstances. An ideal Total Wealth Plan should incorporate both short term and long term goals and needs. Some of these goals may include a major asset purchase, saving for your children’s education future, planning for retirement, leaving a legacy or ensuring your wealth is preserved for future generations. Total Wealth Planning gives you a strategic understanding of the steps you need to take to reach future stages in your life with peace of mind and certainty.