Towards a perfect ten
We aspire to helping our clients live their very best lives. Ten out of ten. If we do our job well, our clients will have the confidence to live extraordinary lives, backed by wealth that’s beautifully aligned with everything that’s important to them.
How might you gain that confidence? By considering a number of focus areas and taking advice when needed. We would suggest that your wealth is suitably aligned if you can honestly answer “yes” to each of the ten questions in the table below. If the answer is “don’t know” or “could do better”, please talk to us. There’s work to be done.
Ten wealth focus questions
Q1 Potential
Do you understand the life, lifestyle and legacy options that are possible with the wealth you control?
Q2 Happy Life
Are you looking after and investing enough in your health, your vocation, your family, your friends and your community?
Q3 Structure
Is your wealth structured for practicality and tax efficiency, making full use of legislative concessions?
Q4 Portfolio
Is your investment portfolio likely to perform well with suitable levels of risk, delegated control and transparency?
Q5 Process
Do you make good wealth management decisions and make use of underlying processes that are world class and cost effective?
Q6 Risk Plan
Is your contingency planning in place so that if bad things happen it won’t be a disaster?
Q7 Retirement Plan
Has your future career income and retirement planning been carefully thought through?
Q8 Estate Plan
Is your estate planning in place so that your legacy will be respected and your beneficiaries empowered to make good wealth decisions going forward?
Q9 Grand plan
Do you have a realistic “Grand plan” in which everything that’s really important to you has been considered and budgeted for?
Q10 Worry-free
Is your wealth monitored and efficiently administered so it’s one less thing to worry about whilst you lead your very best life?
Disclosure Statement: This communication has been approved and issued by Sovereign Wealth Partners Pty Ltd ABN 18 607 071 367 Corporate Authorised Representative (No. 001233909) of Sovereign Capital Pty Ltd ABN 44 164 127 833, AFSL 456235.
General Advice Warning: Any advice included in this article and associated links is general in nature and does not take into account your objectives, financial situation or needs. If a product we recommend has a Product Disclosure Statement (PDS), you should read it before making a decision. Past performance is not a reliable indicator of future performance. We do not endorse any information from research providers that we provide to you, unless we specifically say so.
