wealth redefined.TM
Why us
What we offer
By guiding, growing, and protecting their wealth, we empower our clients to live the life they want and to experience financial well-being as defined by them. We strive to enable our clients to live life to the fullest, to become financially independent and to leave a legacy for their families one day.
As a client of Wealth Associates, you can rest assured that your financial well-being is expertly planned and closely monitored. You will benefit from:
- Comprehensive and unbiased financial advice by experienced professionals
- A team-based advisory approach in which advisors involve multiple specialists in drafting bespoke financial planning solutions
- Best-of-breed solutions from -multiple product providers, across the entire spectrum of financial planning services including investment management, global tax and fiduciary services, managed portfolios, stockbroking services and long and short-term insurance
- Access to advanced asset management capabilities and flagship solutions through our networks and collaboration with global asset managers
- Superior client experience and quality service
- Fees aligned to the value received.
What makes us different?
You need a partner who is obsessed about ensuring that you achieve your own definition of wealth. You have a right to independent and unbiased advice, strong investment capabilities and expertise, and a team that is committed to and invested in your well-being.
1.
Independence and unbiased advice
Wealth Associates is totally independent without a corporate shareholder such as a life company or asset manager. As a result our advisors are empowered to follow a client agenda, thereby ensuring that solutions recommended are always aligned to the needs of the clients and in their best interests.
2.
Financial planning solutions
Wealth Associates is an advice-led business offering comprehensive and personalised financial plans supported by best-of-breed solutions across the entire spectrum of financial planning services including investments, tax and fiduciary services, managed portfolios, stockbroking and long and short-term insurance.
3.
Global investment capabilities
Wealth Associates offers clients a unique asset management and investment proposition with a strong global focus. Our collaboration with global asset managers enables us to tap into advanced research capabilities and investment processes to offer clients exciting and differentiated investment solutions in the future.
4.
Ownership culture
All wealth managers, advisors, and portfolio managers will own equity in our holding company, ensuring that the interests of our advisers always align with those of the group and its clients. We foster a culture of shared values, partnership and success for all stakeholders in our business.
5.
Quality of advice and service
We only partner with advisers, wealth managers and portfolio managers who share our values and passion for advice, and who meet all the ethical, professional and regulatory requirements. We employ the best in the industry and clients can be assured of a superior client experience and quality service.
6.
Obsessed with well-being
We are driven by our core purpose – enabling the financial well-being of our clients. We guide, grow, and protect their wealth to ensure that they can live the life they want and leave a legacy for their families. We have a heart for people and strive to uplift the communities in which we work and live.