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Lifestyle financial planning

Wealth administration & taxation planning. Specialist investment services. Lifestyle financial planning. Innovation Trust & Tradition. THE TRADITIONAL ADVICE MODEL IS BROKEN. R evolving door on talent

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Lifestyle financial planning

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  1. Wealth administration & taxation planning Specialist investment services Lifestyle financial planning Innovation Trust & Tradition

  2. THE TRADITIONAL ADVICE MODEL IS BROKEN Revolving door on talent The traditional model does not reward ‘Advisers’ for building long-term relationships. This often leads to a revolving door on talent. Remuneration drives behaviour ‘Advisers’ at banks and many large financial institutions are paid for ‘sales’. Incentives cause a conflict and can lead to poor outcomes.

  3. With a background in banking, we decided there must be a better way.

  4. Un-conflicted advice • Transparent charges • Proprietary WiseWealth™ process • Focus on long-term relationships Innovation. Trust. Tradition

  5. OUR EXPERT TEAM APPROACH Tax Planning & Accountancy Lifestyle Planning • Specialist Tax Adviser • Specialist Legal Adviser FinancialCoaching Wealth Management THE CLIENT Private Banking Specialist Legal Advice • Specialist Financial Adviser • Specialist Investment Adviser

  6. DISCOVERY MEETING & GIFT BOOK™ We will meet to discuss the client’s ideas captured in the Gift Book™, including their personal and financial goals. This information will form the foundation of their plan. 2 • 1 INITIAL DISCUSSIONS Following on from our initial discussions the client will be asked to provide relevant financial information and given the Gift Book™ to complete. 3 ANALYSIS OF AFFAIRS & ASPIRATIONS Next we will evaluate the client’s current financial status and explore the possibilities. We use Lifetime Cashflow analysis and mind mapping to help the client to make decisions about their future. 5 IMPLEMENTATION Once we have presented our recommendations and the client has agreed the action they would like to take, we put the plan into place liaising with product providers on their behalf. MONITOR AND REVIEW We will meet with the client at agreed time intervals to monitor their progress and adjust their plan, taking into account any change in their needs or circumstances 4 WiseWealth™ PROCESS

  7. 5 MONITOR 4 CONTACT PLANQuarterly meetings SECOND MEETING: Knowledge share, using case studies 3 FIRST MEETING:Introductory presentation 2 PRE-MEETING “PROFILE”: Fact find for fit 1 ENGAGEMENT PROCESS

  8. T. 0208 868 8886 W. kuberawealth.co.ukE. info@kuberawealth.co.uk 39 High Street, Pinner, Middlesex HA55PJ

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