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Financial Planning

The PWH Financial Plan

A PWH Financial Plan is a professional service targeted at individuals, their families and businesses. The intention of the relationship is generational. Our clients' PWH Financial Plan will address keys areas of their life and is broken down into sections.

These are compiled into a flexible plan of action, implemented and reviewed on a regular basis.

We understand that life is fluid and keep this top of mind when constructing a client’s roadmap. A financial plan has less to do with money and more to do with how our clients use their money as a tool to create the life they wish to live. We move the focus of the plan from the money alone, to what moments of joy it can create.

OUR SERVICES

Effective financial planning involves more than just preparing for expected changes and identified risks; it also entails anticipating and addressing the unexpected and unknown to provide a sense of security. At Foundation Family Wealth, we take this a step further, recognizing that money is a means to achieve a fulfilling life, one that encompasses more than just financial security and peace of mind. Our approach is centered around living with purpose, pursuing your desired experiences and aspirations, and leveraging your resources to make those goals a reality. We are committed to helping you achieve this vision.

STRATEGY

BRANDING

DESIGN

STRATEGY

BRANDING

DESIGN

1

Life Purpose Plan

Short, medium and long term goals and objectives

2

Lifetime Cash Flows

Budgets and asset transactions (sales/purchases)

3

Asset Allocation

Liquid vs non-liquid assets
Equities, bonds, cash and property

4

Debt Management

5

Investment Portfolio Alignment

Aligning your entire investment portfolio with your personal risk profile

6

Tax Structuring

Optimising tax structure for maximum efficiency

7

Asset & Liability Structuring

Generational structuring

Data Gathering

In order to provide the most accurate advice and be able to implement a motivating plan, we embark on a full scale data gathering process to obtain as much information about your financial life as possible.

Attitude Goals & Perspectives

In order to implement a plan that will motivate and provide you with a successful life, it is important we understand your goals, your objectives and what is important to you.

In analysing your goals we need to ensure that they are in fact specific, measurable, realistic and achievable. As part of our process we dedicate an entire session to establishing your life purpose plan.

Risk Management

One cannot predict the future however we take every precaution to manage risk. Included in every strategy and structure we implement, the risks are always top of mind.

Financial Management

To ensure we are aligned, we enhance our clients skills by coaching budget management, cash flow management and debt management.

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Analysis & Strategy Presentation

Once we have an arial view of your financial assets, attitude and education we are able to analyse the inputs and construct a strategy based on your goals, purpose and objectives.

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Implementation & Review

Implementation is done by our highly skilled operations and administration team.

We believe in flexibility and an ever changing life; hence your financial planning should follow the same course.

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