WHAT WE DO
The first step in all planning is to know where you are now, so that a strategy can be developed to achieve where you want to be. This is only achieved by 3 steps....Plan, Action, Review.
With Private Wealth Company you are able to partner with a business that not only understands the needs of it's clients but understands the value of ongoing monitoring and management to meet your desired goals.
Monitoring the progress of a strategy is imperitive to any planning. Otherwise how would you know if it's working? Flexible changes to strategies can make a real difference in the longer term and this needs to be checked regulary for change in circumstance, either yours or the market or the government.
Creating strategies is the unseen work that financial planners do. This is the brains behind the scene to evaluate your current positions, create alternatives, reseach companies and product providers and to provide provide a clear pathway to help you reach your goals.
A Financial Plan or 'Statement of Advice' is a document provided to you with the key information and design of strategies personalised to you and your needs to implement change. Designed to help you understand where you are now and the steps to achive your goals. But planning without action is only a step in the process.