FINANCIAL SERVICES IS A VERY BROAD AND COMPLEX INDUSTRY. WE ALL NEED AND SHOULD SEEK EXPERT ADVICE AND DIRECTION AT SOME POINT IN LIFE ON AREAS IN WHICH WE AREN’T EXPERTS, AND THAT MAY MEAN DOING THINGS DIFFERENTLY TO THE WAY THEY ARE CURRENTLY DONE.
Whether it’s for your personal financial situation or that of your business seeking information and advice will just enhance the decisions you make.
The most common process to get expert financial help across all areas, is to seek advisors from different firms to work separately towards your individual needs. The issue this obviously creates is duplication of expenses as well as advisors contradicting each other’s advice as it moves between one specialty to another, and none of them really understanding your ultimate goals making it very confusing to work out the correct strategy.
The MWL concept is that all advisors work together under the same roof. We have recognised that it is far more effective for clients if their Financial Planner, Accountant, Insurance Advisor, Finance Broker and Portfolio manager are all working together to complement each other and understanding that one advisor simply cannot be an expert in all areas. The advisors have regular meetings to discuss a client’s needs and work together towards the client’s goals, eliminating the issues encountered by going through various advisors.
MWL provides a 360-degree view on your wealth, how it should be managed and looked after so you have more time to focus on the things that matter to you, your goals and aspirations.
Make a free appointment to discuss your finances with one of our advisors.