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Our Approach

Building relationships on clarity, trust and integrity - CWPW
Working with a select number of clients to allow us the ability to provide a high-level of personal attention to each client and their financial needs. We use a simple five step process to discover, advise, implement, track and start managing our clients' wealth strategy and financial portfolio.

BECOMING A CLIENT

Making the process of getting expert advice, clear, effective and simple.

STEP 1.

Discover.

The first step to becoming a client is to meet with us. Your first no obligation face-to-face online video meeting will be with our highly-skilled CWPW Wealth Manager. 

The purpose of this meeting is for us to get to know you, your financial circumstances and your goals in order to see how we can build, preserve and manage your wealth.

STEP 2.

Analyse & Strategise.

After your first meeting, if both parties are happy to continue, our wealth manager will analyse, strategise, and develop a tailored and comprehensive financial proposal based on your financial needs, goals and aspirations. A second meeting will be arranged to present and discuss these recommendations.

STEP 3.

Advise.

Within your second meeting our wealth manager will advise you on their professional observations, recommendations and discuss your wealth strategy plan to help you to build, protect and preserve your wealth.

STEP 4.

Welcome & Implement.

Once our wealth manager has discussed your wealth strategy plan, our charges, and how we work. If both parties are happy, we will begin our working relationship with you.

We will start by searching and implementing the recommendations, solutions, and right products we believe best fit your wealth plan.

STEP 5.

Manage, Track & Review.

Our wealth manager will actively track and manage your plan to make adjustments as and when necessary.

We regularly review and work seamlessly with you and our team of skilled specialists to effectively ensure the most suitable recommendations ensuring that your wealth works for you .

Our wealth planning and management of your portfolio is strategically developed on the ‘whole-financial-look’ approach. This simply means that we want to manage and keep you and your full wealth in the picture, so that you always have an informed insight into every aspect of your wealth.

Ready to plan, build and secure your future?

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