"Money is like time – you can either use it wisely or let it fritter away"
There comes a time in our life when we realise that we can no longer afford to speculate with our money, waste our income, leave our future to fate, or 'dabble' in investments. There comes a time when there's too much at stake for guesswork. There comes a time when managing a large amount of personal wealth becomes too time consuming, stressful, complicated or 'messy'.
Wealthways provides advice on household and personal finances including –
• budgeting and cashflow management
• home ownership,
• debt management
• retirement planning
• financial independence
• passive income
• estate planning.
We provide both general information via 'Learn About Money' workshops; or we provide full financial planning services involving personalised strategic advice and investment recommendations for long term investors who are seeking an ongoing advice relationship.
Our Ongoing Care Program is only available to our portfolio clients. Our portfolio clients are actively involved in making financial decisions about their money, but are guided by our advice.
Our Ongoing Care Program ensures that your personal investment strategy is flexible and kept up to date with legislative changes, economic changes, market changes and changes to your personal circumstances.
In addition, if you are on our Ongoing Care Program, at your discretion and if required we are able to liaise and work with your other trusted advisers including your accountant, your solicitor, your bank manager or other family members.
Financial security, peace of mind and confidence can be achieved by having a clear strategy in place, and by owning a diversified portfolio of quality assets that you understand.
Wealthways specializes in the construction and ongoing management of personally-tailored portfolios of managed funds.