In line with your goals, needs and objectives we review your current portfolio to maintain that you are still on track to achieve the financial freedom you deserve.

It is essential once you have a plan in place to review it every six months.

Your Wyse Wealth Planner will review the plan to ensure that you are not paying unnecessary tax, suffering poor investment returns or inadequate protection for the family. The review service will project your future position with updated reports on your current portfolio. Our aim is to keep you on track.

Performance Analysis

This reviews an ones portfolio performance in the context of their investment and portfolio construction disciplines and asset allocation strategy.

Asset and Liability Modelling Analysis

This analyses portfolio structure, its relationship with financial needs over time, its ability to meet financial needs as and when they arise and to manage significant risks to financial security. A clients long term investment planning (modelling and management of the ability of assets to meet needs over time) is reviewed as are the assumptions and disciplines used by the asset manager to model the interaction of assets and financial needs over time.

Risk Assessment and Profiling

We educate and assess the client’s attitude towards investment risks that affect the ability of assets to meet needs over time and the performance risks that affect the investment style and strategy most suited to the client.

Fees and Charges Analysis

This assesses the overall fee and charging structure relative to service quality, content and execution. Basically, are you getting value for money and, if not, what should you do? With personal and in-depth analysis we are able to provide you a holistic recommendation to your present position.

Integrated wealth management solutions

Is your overall wealth management relationship being properly integrated and managed?
We will educate you and demonstrate the efficiencies of our practice.