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About You

Wealth Management for High Net Worth Individuals

Wealth management for high net worth individuals aims to protect, grow and enhance your wealth - to maximise the financial opportunities available to you and create a lasting legacy for your family

Senior Businessman

What is a High-Net-Worth-Individual (HNWI)?

As a high-net-worth individual (HNWI), it’s easy to assume that your finances are automatically taken care of.

In reality, as a higher earner, you need to take extra steps to protect your wealth both in the interim and over the course of your lifetime. This is not only to maintain the lifestyle you have become accustomed to, but to ensure all financial opportunities are being maximised. Plus, to ensure your retirement and estate planning will all fall within your wishes, and so much more.

Wealth management is designed for these exact purposes, in that it allows you to make smart decisions with your money, so that you can move towards your financial goals with confidence.

Here at Bespoke Financial Advice, we offer award-winning wealth management services. We advise high-net-worth individuals from a variety of backgrounds across the globe.

Whether you’re an existing HNWI or UHNWI, or if you’ve only recently acquired wealthy individual status – wealth management remains essential. Here is an overview of what the service entails, along with how we can help you personally.

Our goal is to do things differently

In the financial service industry, it is typical for firms to have a narrow focus. That means isolating one problem and creating a client/advisor relationship that is transactional by nature and focused on selling financial products - not financial plans.

Finance is not one-size-fits-all, so no financial plan should be, either. Goal-based planning measures the progress of an investor’s portfolio against specific life goals, situations, and desired success. At Bespoke Financial Advice, we use a goal-based financial planning system to make sure all aspects of your assets are accounted for.

Our six-star financial service will ensure that you receive a plan that is fully coordinated to your past, present, and future financial standing. We will even partner with your estate and tax advisors when allocating your investment asset types (equities, fixed income, etc.) or the entities they are held in (trust etc) to create a financial plan that is completely optimised. 

Life has a lot to offer. That is why we double down on the details for you, your family, and even future generations - many of which other firms will overlook. We offer investment education, wealth planning, charitable giving, and family governance - even going so far as to help your family improve their communication skills, make effective decisions, and rely on one another.

 

No matter where you are in life, it’s always a good time to begin effectively managing your wealth so that you and your loved ones can enjoy the peace of mind that comes with full-service financial planning.

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