Planning for a time when you’re no longer around may seem daunting. It doesn’t have to be. We’re here to take the uncertainty out of preparing for the future. All it takes is an open conversation about what you want for your family. Of course, you’ll have questions. But together we can find the answers. And the earlier you start planning, the earlier you’ll be ready.
Questions to ask yourself
It’s a good idea to start early to make your financial plan as effective as possible. But there’s a lot to consider. Start by asking yourself these three questions:
Am I setting my family up for success?
It’s never too early to talk to your children about money: how it was made, how you should manage it, and why it doesn’t define you. Does your family have the right perspective on wealth?
How do I start the conversation?
It may seem like an uncomfortable topic to discuss. But simply starting to talk through your plans is half the battle. And the more honest you are about how you’d like to pass on your wealth, the easier the discussion becomes.
How do I want to pass on my wealth?
You want to give your children access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests?
How can wealth management help?
You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your client advisor, who’ll work with our business specialists and other members of the relationship service team to address your specific needs.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing. We call this your total wealth solution.
We’d like to meet you
Come and see us so we can start working towards your future.