Wealth Management
It is very hard to accumulate wealth, therefore it is essential to manage it properly. At Wallace Financial Consultants we can help you to maximize the potential of your nest egg to meet your life goals.
We provide full strategic wealth planning, set out in an initial investment report that is unique to you. This takes account of your own attitude to risk which will be identified through relevant risk profiling.
The report sets out the guiding principles for the management of your wealth such as income requirements, short and long term goals, retirement planning and a recommendation as to the most appropriate course of action. The aim is to build a robust and adaptable financial plan that meets your needs and aspirations.
We provide a personal wealth manager to manage your portfolio with you and we will update you on the progress of your investments and recommend any changes as part of our formal strategic review meetings every year.