Wealth Management
You may be familiar with the term financial planning? Financial planning is a process that helps you make sensible decisions about money, which can help you achieve your goals in life.
At Wynn Global we offer not only comprehensive financial planning, but wealth management, which is a more complex and thorough service. This involves working with a highly qualified Investment Advisor.
An Investment Advisor can take your existing wealth, invest and manage it on your behalf and in return, create a better future for you. He will consider not only what you can afford now, but what you need to afford later in life. He will discover if the accumulated funds and investments you have already, are working in your favour.
To receive the full Wynn Global Wealth Management experience, you will work closely with both our Financial Planners and our Investment Advisors.
Although the journey with each client is different, the stages to achieve this can look like this:
Introductory Meeting: you will meet with one of our Financial Planners, who will establish your risk tolerance and your financial objectives for the future.
Investment Strategy Plan: the Financial Planner will take this information and together with one of our in-house Investment Advisors, create a detailed investment strategy plan, tailored just for you.
Presentation: you will have a second meeting with the Financial Planner, at which point he will present your investment strategy plan to you. During this time, you will have the opportunity to ask questions and request any necessary adjustments. You are under no obligation to accept any of our services.
Becoming a Client: with your agreement, your Financial Planner will meet you to complete any necessary paperwork.
Progress Meetings: your Financial Planner will meet you on a regular basis, usually every 3 – 6 months, to track progress towards your objectives.
It is important to remember that this is a long-term relationship between you and Wynn Global. As your life inevitably changes and your future goals shift, so should your investment strategy.
Wynn Global do not believe in the ‘set and forget’ method of handling investments. Imagine if all your clothing were 10 years old. How much would fit you today?
While browsing our website, you will see some of the services that we offer. However our advice is tailored to each individual or company, so if there is anything you want to discuss with us, we would like to hear from you.
