FOCUSING ON YOUR FINANCIAL PLAN
At Cooper Parry Wealth we believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. Sure, you’ll want to know what to invest in. But will that mean you can spend more time with your family? Will it stop you worrying and make it easier to sleep at night? Will it help you enjoy the retirement you really want? We’ll have a relationship with you, not your money.
At Cooper Parry Wealth we focus on you. We 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?
When we first meet, 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.
89% of people we meet become clients and we look after 402 families. 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 our website by clicking below.
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