When we think about wealth management, it's natural to focus on tangible elements such as fees, investment returns, and performance metrics. Yet, effective wealth management goes far beyond numbers. A skilled manager delivers an experience defined by clarity, security, and trust, enabling clients to live with confidence and purpose.
A client approaching retirement once asked me, "What should I expect to experience with a good wealth manager?" Here are the key attributes you should experience with an exceptional wealth manager by your side.
Feeling organised The cornerstone of effective wealth management is a sense of organisation. A competent manager transforms a potentially chaotic financial landscape into a structured and streamlined system. This involves ensuring beneficiary designations are current, investment portfolios are aligned with your risk appetite, and estate plans are clear.
This story is from the November 27, 2024 edition of The Citizen.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber ? Sign In
This story is from the November 27, 2024 edition of The Citizen.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber? Sign In
Carlo, Pep head to lion's den
Look out for cash-boosted TAB soccer pools galore and several explosive matches this weekend, but before that there's great football on the menu and plenty of cash to be won on TAB soccer bets, including an enthralling clash between Liverpool and Spanish champions Real Madrid tonight.
Irwin on Team Valor's SA interests
USA-based Team Valor has had a close relationship with South African racing for many years now and recently bought four fillies who have run with much success in South Africa.
Roberts set for week of distinction
Trainer Michael Roberts is in the throes of a big week as five-year-old See It Again is aimed at the R6-million Betway Summer Cup at Turffontein on Saturday.
Golden Rise to shine at Happy Valley
Hong Kong racing continues at Happy Valley today with an exciting nine-race fixture and highly competitive action expected throughout the evening.
Cody set to storm home
CLASS: PETER-TRAINED RUNNER HAS BEEN RACING IN STRONGER COMPANY
Gateway to Omoda badge more affordable with C5 Street model
Having dropped the price tag of the C5 to below R400 000 with the introduction of the Style grade in June, Omoda has gone a step further by debuting another derivative priced even lower at R329 900.
Picanto has come a long way
NEWVOLD: MORE POWER AND UPGRADED TECH MAKE KIA'S POPULAR HATCH MORE DESIRABLE
Renault reveals 2025 models
Plans to reclaim its standing within the top five vehicle brands.
Mitsubishi's new Triton lands
CHALLENGE: 11-STRONG MODEL RANGE THROWS DOWN THE GAUNTLET TO MARKET STALWARTS
Top down simply the best
CLE CABRIOLET: LIVE THE FANTASY WITHOUT SUNBURN OR YOUR HAIR GETTING RUINED
