We are financial planners. We take the time to listen to you and work closely with you to help you to determine what you want out of life.
We then craft a unique financial planning solution, tailored to your particular circumstances.
We started Global Wealth with a clear purpose – “to deliver financial peace of mind and help our clients prepare for an uncertain future”. To us, financial planning is not about your money, it’s about your life. Financial planning is not so much about keeping the past the same as discovering how the future can be different.
We strive to point towards a life well lived, not just money well preserved.
The financial planning process starts by identifying your plans, values, life goals, future aspirations and long term objectives – in other words seeking to determine what you really want out of life and whether the goals that you have articulated are affordable and achievable.
We typically work with wealthy private clients who recognise the value in mapping out and planning their financial futures and who wish to delegate the responsibility of creating a financial strategy to a team of competent professionals.