Enhance the advice experience by connecting your client’s wealth to their life with a goals-based wealth management approach
Goals-based wealth management differs from traditional investment planning in terms of how:
- the plan is developed
- risk is defined
- success is measured
- suitable investment strategies are selected
It provides an integrated wealth management proposition that enables you to anchor your client to life goals that are important to them and the financial strategies required to achieve them rather than focus on products and performance.
A goals-based wealth management approach
- engages your client in the planning process
- improves investor behaviour
- increases the probability of achieving your client’s goals
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CONTACT TANYA COETZEE
ADVISOR EXPERIENCE MANAGER
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