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What We Do

We work at the intersection of your business, your life, and your wealth–because we understand that these are not mutually exclusive terms.

OUR PROCESS

An integrated framework designed to make your vision of life success a reality.

YOUR WEALTH LIFE CYCLE

Accumulation

  • Building the business and growing the family
  • Saving profits and accumulating assets
  • Managing risk, both business and personal
  • Creating wealth

Preservation

  • Financial Independence-enjoying what has been built
  • Spending income, preserving capital
  • Succession of the business-whether inside or outside of the family
  • Focusing more on giving back

Legacy

  • Family legacy- passing on both family values and financial capital
  • Inter-generational transfer of the family wealth
  • Philanthropy- Leaving the earth a better place than when you came, creating a meaningful legacy

01. DISCOVER

We lead the process with questions, and lots of them. Questions that others are often afraid to ask, or have seldom even thought to. Questions centred around what concerns you the most:

  • Your values, goals, ambitions
  • Hopes, fears and motivations
  • Your family, business, community and philanthropic desires

We then move to understand the facts of your current situation, including corporate and financial structures, cash flow and tax planning and any other strategies you might employ.

02. Purposefully Plan

Only once there is clarity surrounding the vision for your future and the facts of your current situation do we focus on designing a comprehensive, goals-based financial plan. We do not presuppose what products or solutions might be appropriate.

  • Review what’s possible and examine the what-if scenarios
  • Assess the trade-offs and present the options
  • Ensure flexibility in the design, because we know change is a constant

The outcome is a personally-relevant plan, tailored to what’s most important to you and adaptable to shifts that will inevitably occur in your life.

03. Act

We wholeheartedly subscribe to the philosophy that “action is the foundational key to all success” – Pablo Picasso

Through a collaborative effort between our team and yours, we facilitate the implementation of your plan in a priority sequence that corresponds to your most pressing needs, including but not limited to:

  • Estate and succession planning, insurance and risk management and structural and cash flow planning
  • Diligent underwriting and negotiation with insurers to secure the best possible policy structure at the ideal premium cost
  • Ensuring your asset allocation is aligned with your vision and the plan
  • Communicating with all the necessary members of the team, including both family members and professional advisors, to help ensure a collective understanding of the plan

The result is a plan that comes to life as intended, seamlessly executed in the appropriate timeframe with accuracy and transparency.

04. Monitor

We believe that once a plan is implemented, the most important things reviewing it regularly and adjusting as life dictates. It is a common occurrence for us to see plans that have been left on the shelf and are out-of-date, seldom having been reviewed, if ever.

Through regular reviews, we continually ensure the plan maintains its relevance in the face of change (both internal and external) such as;

  • Shifts to your goals and objectives
  • New opportunities for your business or your family
  • Changes to tax laws and/or economic circumstances

We know that the measurement of success is defined by the progress made towards your unique vision for your life, family, business and community. Monitoring the plan on a consistent basis allows us to quickly identify and act upon any misalignments, opportunities or risks that might arise as your life changes over time.

05. Rediscover

The only constant in life is change. Committing to continual review and acceptance of change is critical.

06. Purposefully Plan *

Like life, a Purposeful Plan is never static. How could it remain relevant without the flexibility to parallel your life? It is the essence of the Purposeful Planning process.

* Your Purposeful Plan will be revisited at least annually unless life intervenes requiring more immediate attention.

Regardless of where you are in your Wealth Life Cycle, we work with you to realize your financial goals and life aspirations.

We consider all aspects of your financial well-being to help you achieve ideal outcomes. Our objective is to support you in creating and preserving your wealth—positively impacting you, your family, and even the world around you. Seeing you gain financial independence and ultimately thrive your way—is our way.

WILLING WISDOM

A new paradigm in estate planning

There is more to Legacy than money. Legacy is about values, family, community, and continuity. Clearly documenting your legacy and communicating it to your family and beyond to all stakeholders is critical.

The Willing Wisdom Index™ is a powerful tool that helps families and individuals make estate planning decisions prior to completing an estate plan with their legal advisors. Embracing the Willing Wisdom Index will help achieve a thorough will, confidence in granting Powers of Attorney and Health Care Directives, as well as lower legal fees.

The checklist is your guide to a achieving an estate plan that reflects your personal wishes. No-one will receive checklist except you, it is 100% confidential. It is also free and should take no longer than 10 minutes to complete. Visit the link below to complete the Willing Wisdom Index:

– The detailed checklist you will receive is your personal guide to a thorough estate plan

– After completing the checklist, you’ll receive set of a personalized follow up actions

– You can use this valuable information to prepare fully before meeting with your legal advisors

If you find value in the Willing Wisdom Index, please feel free to share it with anyone you care about.