It all starts with a conversation...
Forward thinking independent financial advice that helps you make smart decision today – and feel secure about tomorrow.
Deep Dive.
In this free, initial meeting, we’ll get to know each other, discover what’s important to you, and understand where you are on your journey. You’ll leave this meeting knowing:
- We’ve listened to your concerns and ambitions
- How we might be able to help
- If you’d 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 2-4 weeks, we’ll work with you to clearly define your financial objectives, review your existing finances, design and present your personalised financial plan and cashflow models. Following our design meeting, you’ll 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’re happy with your plan, we’ll 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 built, we understand your life and priorities may change. We’ll 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’ve 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’ll 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.