Owen Salamao | Financial Planning

The numbers made simple.

Prepare for the worst whilst you live the life you have worked hard for.

HOLISTIC FINANCIAL PLANNING

5 PROMINENT QUALITIES OF A GOOD WEALTH MANAGER

Firstly, they make sure you are tax-efficient. With this, you will be able to keep maximum capital for every penny that you will earn.

Second, once you retain the capital from your earnings, the adviser assist’s in developing a strategy for further growth of your capital.

Third, all the valuable capital and income you have accumulated or inherited will need to be protected.

Fourth, if you want to take back or give away your capital, then the adviser will help you to ease this process by identifying the most effective drawdown or distribution by tax planning.

Fifth, in case you die, adviser ensures you have a plan in place to help the distribution of all your capital just the way you wanted.

We agree the future is uncertain. Although change creates risk, it also brings opportunity. Understanding this is key to developing your financial plan, whatever your life stage.