It all starts with a conversation.
Forward thinking, independent financial advice that helps you make smart decisions today, and feel secure about tomorrow.
Deep Dive.
In this free initial meeting, we will get to know each other, discover what is important to you, and understand where you are on your journey. You will leave this meeting knowing:
- We have listened to your concerns and ambitions
- How we might be able to help
- Whether you would like us to be your financial planner
- How much designing and building a plan will cost
Tax strategies
Retirement planning
Investment advice
Plan.
Over the next two to four weeks, we will work with you to define your financial objectives clearly, review your existing finances, and design and present your personalised financial plan and cashflow models. After our design meeting, you will know:
- Whether you are on track to achieve your money goals
- How suitable your current arrangements are
- What actions you need to take to improve your position
Execute.
Once you are happy with your plan, we will help you to bring it to life.
- Moving cash between accounts
- Applying for suitable insurance
- Organising your pensions
- Setting up new investments
New investments
Pension Organisation
Moving Cash
Results.
Once your plan is built, we understand that your life and your priorities may change. We will work with you to:
- Review and adjust your plan as needed
- Provide ongoing advice
- Continue to help you make the right decisions with your money
- Keep you on track with your plan
People we have helped...
Why choose Bower Wealth?
Trusted service award winners.
We pride ourselves in our personalised approach to helping you make your money work for you. We will discuss your financial goals and how we can help you get there with our tailored advice. Lets make sense of your finances and help you put a plan together
- Independent
- Personal Planning
- Built Around Your Goals
- Lifelong Relationship
Before undertaking any work on your behalf, we will always inform you in writing of the cost. You will then be free to decide whether you wish to instruct us. Our fee structure will be dependent on the complexity of your situation and the work you wish us to undertake. Initial meetings are offered at our expense and without obligation. Please ask for a copy of our Client Agreement which contains details of our typical fees.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a guide to the future. The value of current tax benefits is subject to change.