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Art of Wealth?
Our clients, like us, are business and professional practice owners.
We constantly need to ensure that all of our financial resources are managed efficiently to grow our wealth.
Our primary function is to provide you with financial mentoring on an ongoing basis based on your needs at any given time.
ART of Wealth stands for:
Attain - we will most likely attain most of our wealth through our business activity.
Retain - all investment decisions must firstly retain wealth before generating returns.
Transfer - one day, we will want to transfer the wealth attained and retained to the next generation and we must be sure to be prepared when that happens.
When we work with our clients, everything we do is in line with this Attain—Retain—Transfer ethos.