Moneywise offers professional, independent financial planning advisory services, helping clients achieve their financial objectives tax efficiently. Personal financial planning is a discipline that would have us focus on making best use of our resources, converting income into capital, earnings into wealth, and in the meantime protecting our loved ones in the event things don’t go according to plan. Moneywise focuses on helping clients in the creation and preservation of this wealth. Reflecting a “tell it as it is” approach, Moneywise commentary on a wide range of money matters is regularly sought by leading financial journals.
The lion’s share of our new clients emerges from referrals from existing customers, reflecting satisfaction with both the professionalism and independence of the Moneywise package and the quality of our on-going service.
Investments
Having all our eggs in one basket is unlikely to prove a successful long term investment strategy. For the most part, a balanced portfolio responding to individual risk tolerance, is a better bet in laying solid foundations that will protect our wealth over time.
