ABOUT US
Treaty Wealth Management:
What is wealth management really?
Well in our experience over the last 20 years or so its all about having a plan, “the simple man with a plan will beat the clever man with no plan every single time”
Because you are so busy with life, family work, business… whatever it may be, sometimes the thoughts of looking at your finances and implementing any sort of a plan may be daunting. It’s the ostrich with the head in the sand, we have all done it at some stage, including myself.
An awful lot of the time after sitting down with us for an initial meeting I find myself saying to our prospective clients “you’re actually in a stronger position than you think and you are doing a lot right already, you just need a bit of extra structure to it”
To be honest you can write a financial plan on one page and it comes down to 5 key points;
- What happens if I die
- What happens if I get seriously ill
- I want to put away some money for the rainy day
- When and how much do I need to retire exactly?
- How is all treated tax wise, what are the tax implications.
That’s pretty much it, the bottom line is you just want to know “will I/we be alright?” and how do I/we go about it?
What we do is prevent you from doing anything financially self destructive and if you can do that you will be well on the way to financial independence if you’re not already half way there.