WEALTH MANAGEMENT SERVICES
WHAT IS FINANCIAL PLANNING?
A wealth manager will focus on your wealth. But a financial planner, as well as providing wealth management services, will focus on you. They’ll work with you to create a strategy on how you spend, save and invest your money – all with the ambition of helping you make life count.
When we first meet our clients, we usually find they have certain things in common. You might be a business owner, or you might have sold your businesses in recent years. You could be an equity partner or a high earning senior executive in a company.
You’ve worked hard. And the likelihood is, you’ve prioritised your business life over your personal finances. You’ve made some good financial decisions over the years. But you haven’t had a focus on why. Why did you make those investments? When you received advice from different advisers, what were you working towards?
MAKING LIFE COUNT
The wealth management services industry loves talking about the latest products to make you richer. But when we first meet you, the first thing we’ll talk about is, well… you. We’ll find out if we’re a good fit. (Our first meeting is even called a “Right fit meeting”.) And we’re often just as selective as our clients. We only work with people who we know will really benefit from our unique approach.
It’s only after this stage that we’ll gather more of an understanding of your position – what making life count means to you. And of course, knowledge on your assets and liabilities, your income and expenditure. Our BiggerPicture™ approach is to structure your advice simply into four areas. All of these areas working in harmony. Then, we use a way of investing that works. PortfolioScience™ is based on Nobel Prize winning research and academic evidence.
ARE WE A GOOD FIT?
In a recent survey sent to our clients, we found out 100% would recommend us. We keep on picking up the biggest industry awards. We’re growing fast. And 99.9% of our clients stick with us.
To find out more about us – our team, story, approach and latest blogs on making your life count.
VISIT COOPER PARRY WEALTH
Business Development Manager
To find out more about how we can help with your wealth management to make life count, get in touch.
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WHAT DO OUR CLIENT'S SAY?
We could say tons of great things about what we do and how we do it, but then we would – wouldn’t we? Much better to leave that to our clients.
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We’re growing fast and we’re always on the lookout for the right people.
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