Financial Planning
The PWH Financial Plan
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.
Life Purpose Plan
Short, medium and long term goals and objectives
Lifetime Cash Flows
Budgets and asset transactions (sales/purchases)
Asset Allocation
Liquid vs non-liquid assets
Equities, bonds, cash and property
Debt Management
Investment Portfolio Alignment
Aligning your entire investment portfolio with your personal risk profile
Tax Structuring
Optimising tax structure for maximum efficiency
Asset & Liability Structuring
Generational structuring
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.
Implementation & Review
Implementation is done by our highly skilled operations and administration team.
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We believe in flexibility and an ever changing life; hence your financial planning should follow the same course.