Why Choose index Wealth Management?
- A Personal Service – We get to know you and your values, so we can tailor our service around what matters most to you.
- Investment Philosophy Backed By Sound Economic Nobel Prize-Winning Theory - so you can be sure we do not take unnecessary risks with your money.
- Market Education & Behavioural Coaching – We’ll help you to understand the workings of the markets and ensuring that you don’t jeopardise your portfolio by making emotional decisions that affect your returns.
- Lifetime Cashflow Planning - Helping you to align your monetary goals with your personal goals, providing you with clarity and peace of mind.
- Totally Independent, Unbiased Advice - We’re not paid on commission so you can be sure you’ll get the advice that’s right for you.
- Specialised Advice for High Net Worth Individuals
Managing your investments and getting the right investment advice for your unique situation doesn’t have to be complicated. As an independent, unbiased advisor we’ll get to know you and formulate a plan that’s ideal for your specific circumstances and goals. From producing your net worth summary and gap analysis, to setting your investment objectives and planning your asset allocation, we’ll help you to create an investment plan that works for you. We’ll show you how to understand where you are now and then work with you to formulate a plan to get you to where you want to be. Taking into account your willingness, ability and need to take risk, and the investment horizons that you identify.
Drawing on Nobel prize-winning investment strategies which reduce your risk and increase your return, we have privileged access to the best funds and minds of the financial world. This exclusive access can dramatically change the way you think about investing and enable you to make smarter decisions about your money.