A different approach
At Equilibrium Wealth we
take a different approach. Before we even think about a financial
plan, we get to know you and what’s
important to you
The way we do this is through Life Values consulting.
Exploring the things that you value most in life. Research shows
the most common life values are:
 |
Income security
having the means to afford a comfortable lifestyle |
|
Looking after the family
in the event of death |
|
Health
wealth without health does not lead to happiness |
|
Balance
between work, family, leisure and finance
|
The Equilibrium Wealth approach
To help you find
the right investment strategy, we use a 6 point process:
| 1. |
Life
values - establish your objectives and goals |
| 2. |
Fact
finder -
collect and assess information on your finances |
| 3. |
Setbacks - identify
any potential financial problems
that may exist |
| 4. |
Planning - provide
a written plan with alternatives
and recommendations
|
| 5. |
Recommendations
and implementation
|
| 6. |
Review - annually
or quarterly depending upon
your needs
|
|
 |
 |
