A Classic Wealth Planner is responsible for crafting and maintaining a comprehensive and customised wealth plan for each and every client. This process is akin to building a bridge from both sides. On the one hand is all the information pertaining to a client’s life goals, financial position, future prospects, personal preferences and risk tolerance.

On the other is a deep professional understanding of all the areas that can play a role in securing a client’s prosperity. The advisor knows each of his or her clients intimately and is supported by experts with deep knowledge in every specialist area.