What does value mean to you?

As financial advisers, we deal with your money matters. But as fellow human beings, we understand wealth creation is driven by a desire to live well, and that definition changes from person to person.

We do this through things like:

• Boosting your income
• Reducing your expenses
• Minimising your tax
• Protecting your assets
• Providing security in a crisis.

Instead, we stay laser focussed on your life goals and create a plan to help you reach them (and yes, we will also outline the discipline and accountability you’ll need to get you there!).

With our top advisers and expert in-house investment team, we do this part exceptionally well. The value of it will be pretty clear to you, too, as it has a monetary value you can see. It’s pretty exciting to tick those goals off the bucket list and know your investment in a financial advisory firm is paying off.

We call this the intangible value.

It’s what you gain from the deep connections we make with you and our genuine interest in understanding you.

We want to know who you are, what you care about, what keeps you awake at night. We want to hear about your family, your job, your dramas, your fears, your plans and your version of an ideal life. We want to know all the problems and complexities in your world that need solving.
Intangible value may not be measurable in money form, but it is quantifiable in other ways.

It’s:

• The confidence you feel in having a financial partner you trust. It’s not easy putting your hard-earned cash in someone else’s hands. Our goal is to ensure you feel at ease from the first informal chat with us.
• The comfort you have in knowing that we’re on the same page as you – and we know exactly where you want to go.
• The peace-of-mind in knowing that we can hose out any fires, deal with any obstacles, iron any complexities and keep ticking off your goals.
• The assurance in knowing you have access to your very own investment team, investment committee and bespoke, tailored opportunities (something that you don’t see often in a boutique agency).
• The security in knowing your financial future is looking strong and your ideal life is on track.
• The relief of getting hours back in your life, so you can spend more time with your loved ones, or on your passions.
• The surety of knowing your family will be strong, united and well taken care off.

The intangible value we offer is something we take huge pride in. The relationships we share with our clients are real and so rewarding to everyone in the The Wealth Designers team.