Wealth Management

Wealth management is an advanced advisory discipline that incorporates financial and specialist financial services. The key objectives are to provide you with general financial advice, investment management, taxation advice, retirement planning and estate planning, with the goal of sustaining and growing long term wealth.

Given the pace of change in today’s market place, ther are more choices available to clients than ever before. With so many opportunities, it is of vital importance that you have the right advisors in place to look after you and your financial future. We work with you to provide a lifetime plan that will preserve and protect your wealth.

The strength of our service is in the investment part of the investment wealth strategy.

For investments, Medics Financial Services Wealth Management Proposition focuses on Goals Based Investing, an investment methodology which is a different approach from the conventional investing methodologies, where financial performance is defined as a return against an investment benchmark. This results in focus of the investment approach shifting from achieving higher returns on the investment, or exceeding the market returns, to funding the personal financial goals which are set by our clients.

Goals based investing increases the likelihood of:

  • Helping clients envision and state their goals - both the everyday and aspirational goals
  • Understanding risk exposure through asset allocation
  • Achieving desired goals
The investment part
of the Service
  • Do you know the total value of your investments today?
  • Do you know what your current overall asset allocation is?
  • Do you know your ideal overall asset allocation?
  • Do you know how much tax if any you pay on your investments?
  • Are you confident your money is invested in the most tax efficient manner?
  • Do you know the charges you pay on your investments?
  • Do you have a clear understanding of your financial goals?
  • Do you know the total return from your investments over the past year?
  • Do you know how your investments are doing against your goals on an ongoing basis?