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Your WealthThe question is: ‘what is wealth’

The classical definition is: ‘the abundance of valuable material possessions or resources’

This ties in well with the acquisitive mentalility of recent years. Most clients, however, revert to a deeper meaning which include family and culture as their most important assets. Lifestyle planning therefore embraces the wider definition and looks to implement strategies which include your lifestyle goals.

In addition to shares, property, commodities, bonds and the like, your assets include the personal development of you and your family, your business assets and the like.

Our strategy based approach is a top down one which begins with your goals and works back through strategy and objectives to the tactics you employ.

If you would like to discuss achieving your goals, let us help you with the strategies.