The journey towards
WISE WEALTH
The relationship process
EXPLORE
- Understand the client family
- Establish risk appetite
- Areas of activity, interest and concern
DISCOVER
- Map risk profile
- Individually profile lifestyle needs and mindset towards wealth
CATEGORISE NEEDS
- One time/ Ongoing
- Financial assets/ Other asset classes
- Off-the shelf solutions/ Customised solutions
ONBOARDING
- Frame Family Investment Philosophy
- Introduce experts for specific needs
- Scope out the immediate Plan
ONGOING EXECUTION
- Detailed project plan
- Specialist roles & responsibilities
- Working out milestones & reporting formats
The Quality Control Process
Monthly/Quarterly review
Every account overseen by the promoters/partners
Senior client partner available on call
Promoters adorning the role of senior client partner for key families
Every service manager accessible to the client when required
Maker & checker at every stage of delivery process