Wealth Management

Our Client Process

The beginning

The starting point for achieving your financial goals is a comprehensive wealth management plan that reflects your unique objectives and constraints. Michael follows a strict and disciplined service approach and each new client is taken through the client focussed four step process.

The client focused four step process

Step 1 CLIENT DISCOVERY

Develop an acute understanding of your financial needs; background, investment objectives, risk tolerance, time horizon and constraints.

Step 2 STRATEGY DEVELOPMENT

Develop a personalized strategy that crystallizes your investment and wealth management goals. This is summarized in your personal Investment Policy Statement.

Step 3 - IMPLEMENTATION

Implement your personalized strategy through a custom-designed investment portfolio and address other wealth management needs.

Step 4 REVIEW / MONITORING

Execute regular review meetings and reporting to ensure your portfolio evolves with both your changing personal situation and market conditions.