It is an interesting time to do this survey. I feel if I hadn’t gone through the fairly rigorous process of setting up my plan with a Wealth Foundations adviser, I would be feeling a lot more insecure … now. I think the whole concept of the plan does help me to deal emotionally with the present volatility and with all the hype that surrounds it
Why Wealth Foundations?
We believe that successful wealth management is about “iterating” your way to your desired future, rather than a mad dash to the line. It is not about quick fixes or “get rich schemes”. It is about decisiveness, discipline and commitment to agreed strategies over extended periods. It requires an urgency with respect to decisions and actions and patience with respect to results.
We offer a reliable, personable and tailored approach to financial planning that has us sitting on the same side of the table as you. Our success is driven by your success.