PLANNING • IMPLEMENTING • MONITORING
- Develop understanding of the client's profile and individual circumstances
- Determine and define the client's needs & objectives
- Establish financial planning (Portfolio) framework
The 5 most important reasons to entrust the protection, organisation and growth of your wealth to Core Wealth Managers.
- Peace of Mind
- Hassle Free
It is a well-known fact that over half the adult population do not have a valid will. So possibly you also don’t!
If a person dies without a will, it can lead to severe administrative, tax and legal problems and the possibility of financial loss for your family so every person with assets who is over the age of 16, should have a will.
A will needs to be updated on an annual basis, or at any life changing event (like the birth of a child, a marriage, the death of a partner or starting a business). You may like to consider asking your financial planner to assist you with drawing up a will.