Wealth Management Goals
Peace
Protection
Protection
According to Collins Dictionary, if something gives you a peace of mind, it stops you from worrying about a particular problem or difficulty.
Wealth management provides you and your family a PEACE of mind by allaying one of life's top worries - WEALTH.
A STRATEGY is needful in protecting and growing your personal wealth. The wealth managem
According to Collins Dictionary, if something gives you a peace of mind, it stops you from worrying about a particular problem or difficulty.
Wealth management provides you and your family a PEACE of mind by allaying one of life's top worries - WEALTH.
A STRATEGY is needful in protecting and growing your personal wealth. The wealth management process aims to instill a sense of financial security in the realms of Protection and Provision.
It includes the following planning areas:
- Wealth Protection
- Wealth Accumulation
- Wealth Distribution
Protection
Protection
Protection
People PROTECT many things in life. They put screen protectors on new phones, sealants on new cars, book covers on children's new books, but many fail to protect the most important asset they own - their LIFE.
When you protect your life, you protect your wealth. You do not want to be faithfully contributing to a wealth jar only to find it
People PROTECT many things in life. They put screen protectors on new phones, sealants on new cars, book covers on children's new books, but many fail to protect the most important asset they own - their LIFE.
When you protect your life, you protect your wealth. You do not want to be faithfully contributing to a wealth jar only to find it leaking. The leaks can manifest in various forms of unexpected catastrophic events such as premature death, permanent disabilities or critical illnesses.
Wealth Protection planning is all about transferring the risks that you cannot afford to undertake to a third-party like an insurer at an affordable cost. One of the easiest and most cost-effective tools of Wealth Protection is INSURANCE.
Insurance does not prevent disasters from happening but it provides you and your family the assurance that you and the people you love would be alleviated from the financial burdens arising from a sudden loss of income at triggered life events or a hefty medical bill to pay.
Provision
Protection
Provision
Idle cash loses its value over time. Once the groundwork for Wealth Protection is laid, Wealth Accumulation plans can be built upon to make your money work harder. The strategy can be directed towards capital growth or capital preservation depending on your current life stage and risk profile.
The primary purpose of Wealth Accumulation is
Idle cash loses its value over time. Once the groundwork for Wealth Protection is laid, Wealth Accumulation plans can be built upon to make your money work harder. The strategy can be directed towards capital growth or capital preservation depending on your current life stage and risk profile.
The primary purpose of Wealth Accumulation is to make PROVISIONS for your desired lifestyle upon RETIREMENT, for your children's expenses especially EDUCATION as parents, and for leaving a LEGACY for your future generations through Legacy Planning.
Finally, WEALTH DISTRIBUTION ensures that your assets are distributed according to your intended wishes. ESTATE PLANNING provides clarity, avoids expensive legal disputes and prevents unnecessary delays in the transfer of the estate to your beneficiaries.
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