Objective, flexible and immediate

This is a comprehensive understanding of your financial position, potential roadblocks, or emotional hurdles. How you see the future financially.

This ensures our sound corporate structures are in place to advise on your assets, your structures, while advising on the most optimal investment portfolio so you can comfortably achieve your ideal wealth ambitions.

This formally summarises your return expectations and outlines a governance framework to guide how and when certain decisions should be made. It provides a mandate to continually keep both of us (you and your EW&L advisor) accountable to your objectives with specific guidelines.

These are specific to your needs as recorded in the Investment Policy Statement (IPS). We focus on providing the best possible diversification, to ensure the lowest possible risk with the highest possible return based upon your expectations.

Given the investment world’s ever-changing threats and opportunities, this is critical to ensure we remain on the pathway to your planned success.