Maximising Your Wealth

Weighing all variables that will ultimately determine success (as you define it) is no easy task. Because of the complexities involved, some investors rely on a simple “rule of thumb,” only to realize too late that the “rule of thumb” did not apply to them. While there is no one way that is right for everyone, there is a way that is right for you.

To maximize your wealth, it is necessary to incorporate planning models that are sophisticated enough to accurately account for many different variables, yet simple enough to understand and implement. Rather than compartmentalizing each decision point and reaching conclusions that are independent of one another, wealth is maximized by understanding your specific objectives, then customizing specific recommendations designed to put you on the surest path to get there. Common questions include:

  • Are you on track for retirement?
  • Are you doing all you can to minimize taxes?
  • What could jeopardize your plan?
  • How are you measuring success?
  • What will happen to your spouse should something happen to you?

Your wealth advisor will examine the alternatives and provide specific recommendations on the many different dimensions of your wealth to build a plan that gives you the highest possible confidence in your chosen path. This is done using a sophisticated cash flow planning tool designed to stress test your plan, while providing the flexibility to account for many different financial variables and reflect their interdependency.