The peace of mind that financial wellbeing brings is not to be underestimated. Knowing that your family is financially secure and resilient, capable of withstanding what life throws at you is an enormous weight off your shoulders.
One way to get your finances in order is to harness the expertise of financial planners. But your full financial health should take your life plans and not only money management into consideration. If you focus solely on one aspect of your finances and neglect another, you may not reach your goals, it will be tricky to balance, or it could lead to a disjointed approach with poor results.
To ease the way to your goals, having the right advisers will get better results, guiding you on all matters including investment strategies to starting a business, to medical and care provision, pension performance and preservation of income, employability, guidance on risk or sustainability investments, cross border legal solutions, protecting family wealth and resilience.
In this article, we’ll explore what wealth advisory is, why a holistic approach to advisory services can be beneficial, and the advantages.
Difference between financial advisor and wealth advisory service
A financial advisor is someone who constructs a personalised financial plan for you, to help you achieve your financial goals. And that’s usually all they can do.
A regular financial advisor won’t ordinarily offer you legal advice, or accounting and tax advice. They won’t help you determine together your goals or if you have particular objectives with estate planning, succession, next generation mentoring, employability, philanthropy, or later life care. A financial advisor won’t be able to bring together all advisory services needed to reach your life goals.
For best results, you need to take a goal based approach, using different advisory services together to ease the way to your overall resilience and wellbeing. And for that you need a wealth advisory service that can provide you with over 20 areas of expertise and to help you join the dots between those, plot the steps and manage advisers as your challenges are met, or requirements change.
Why would you want a wealth advisory service to provide less?
Why use an independent wealth advisory service?
An independent wealth advisory service is organised for you to achieve the steps to your goal based objectives which are fuelled by advice from varying areas of expertise which need to be the right ones and high quality.
To organise and maintain your private or your shared family wealth takes time. Time and expertise. Whether you’re charting a course to early retirement, or you’re considering succession planning, or building a fully optimised multi-asset portfolio, you’ll need a deep understanding of how to manage all aspects of your wealth in order to get the most out of them.
Would you like a hand towards doing that?
A wealth advisory service, such as Beacon Gainer, has the resources, the independent expertise, varying levels of service to match your needs, the insight and the dedication to ease the way to the achievement of your goals. They’ll work with you to create a plan, customise a team from a platform of curated advisory services to meet your plan’s requirements, providing guidance each step of the way and a hand with management to secure your aims.
Taking a holistic approach to wealth management
Would you prefer a product centred approach to managing your wealth, or one that puts you front and centre with your life goals as the target?
Whether you have new wealth you want to preserve and grow, or you need legal advice for succession or estate planning, advice for tax planning or refinancing, investment advice for pensions and retirement, mortgages, savings, even accounting and insurance for medical care wherever you are, being connected to the right team who understand you makes it much easier and smoother to find an outcome that works for you.
Beacon Gainer – wealth advisory & management service on one secure platform.
The world is in a constant state of flux. With Beacon Gainer, you’re free to focus on the bigger picture, while maintaining oversight of your wealth management.
Come and meet the trusted advisers who are Beacon Gainer, listen to our podcast series on Spotify or give us a call to find out what a circle of advisory services could do for you.
This article was written by Aly Johnson, independent writer, for Beacon Gainer, and the image was taken by photographer Claudio Schwarz on Unsplash
