HOW WE WORK WITH YOU

We help you live the life you want to live.

OUR CLIENTS ARE AT THE CENTRE OF EVERYTHING WE DO

Your Wealth Hub Advice works as your partner, helping you navigate through the financial ups and downs that life throws at you.

First, we start with your goals. We want to get a clear picture of your world, and where you see yourself going so we can create a tailored strategy to help you get there.

We are with you every step of the way on this journey to achieving your short, medium and long term objectives.

YOUR VALUES AND OBJECTIVES

Our advice will align with your personal and financial goals. Our regular updates and reviews will make sure that you are on track to achieve these goals.
FINANCIAL LITERACY AND EDUCATION

We provide all the financial education you need so that you are 100% comfortable with the investment path we choose for you. We are always completely transparent, disclosing every relevant detail to you.
YOUR SAFETY NET

We make certain that our clients have a financial safety net that is sound and secure. Having the right insurance plan that covers you and your family is the backbone of every successful wealth strategy.
HOLISTIC ADVICE

As your financial ‘project managers’, we understand you don’t have time to locate and deal with a whole range of financial specialists, so our hand-picked and highly experienced team handles everything for you. Our job is to ensure all of the moving parts in your plan are proceeding in the right direction.
INVESTMENT ADVICE

We believe in investing in a diversified and tailored portfolio to suit your personal objectives and financial goals. We know that your money is important so we guard it like it is our own and ensure we have the best people in the market overseeing your investments.
INTER-GENERATIONAL SUPPORT

We specialise in ensuring that the people who will inherit this wealth - our clients’ children - are ready to receive it by educating them for their future financial independence.
ESTATE PLANNING

We partner with experts in estate planning to ensure your wishes are are reflected and your assets are safe guarded.

OUR PROCESS

Your Wealth Hub Advice works as your partner, helping you navigate through the financial ups and downs life throws at you. Initially, it starts with getting crystal clear about your goals and creating a customised plan to help you achieve them.

We take the administration burden away and implement key elements of your plan on your behalf. We provide ongoing support and advice to help you navigate any changes that arise and review your goals, plan, and progress regularly to help you live the life you want to live.

EXPLORATION

Needs identification and exploration
Solutions discussion
Support discussion
Goals statement and objectives-setting
DISCOVERY

Financial information discussion
Risk Profile discussion
Strategy options discussion
Statement of Advice preparation
STRATEGY

Goals and objectives confirmation
Risk Profile confirmation
Advice presentation
Advice approval
IMPLEMENTATION

Advice detail finalisation
Authority to Proceed
Paperwork completion
Other requirements
MONITORING

Regular advice monitoring and update
Ongoing support and advice
Implementation of necessary changes
Goals and objectives realignment if necessary
EVALUATION

Review of advice performance
Review of strategy performance
Review of results impact on the client
Discussion of future options