TWM is our comprehensive wealth management methodology designed to provide our client niche (business owners, high income earners and high net worth investors) with an optimal wealth management solution tailored to their unique financial and lifestyle needs and goals.
TWM offers our clients a specialist wealth management solution that seamlessly combines essential advisory, administration and compliance services. The power of TWM is in the application of the core disciplines of accounting, taxation, superannuation, investment, risk and general insurances interwoven with succession and estate planning considerations. TWM delivers a complete wealth management solution without the traditional gaps in formation and execution.
Our Total Wealth Management Methodology
TWM Overview
The TWM Overview is conducted during our initial meeting to attain a preliminary picture of your financial affairs and then assess the core issues and opportunities to be explored in helping you to better achieve your fnancial ambitions. This discussion is at no cost to you and ensures that our specialist advisory services match your heightened expectations. Once you have engaged Managed as a member of your financial advisory team we will use the preliminary observations gathered in your TWM Overview, to build, document and implement your TWM Solution beginning with the construction of your TWM Roadmap.
TWM Roadmap
This roadmap is the framework of your optimal wealth management solution, providing you with a complete understanding of your current financial affairs and the recommended strategies you should adopt to achieve the balance of financial and lifestyle ambitions you are seeking.
Your TWM Roadmap is completed by integrating and prioritizing all agreed actions and recommendations, arising from our private and confidential discussions with you, in to a comprehensive TWM Roadmap document. This will be professionally presented to you for your review and final sign-off before we proceed to implement your TWM Action Plan.
TWM Action Plan
Having agreed upon your TWM Roadmap we will prepare an implementation schedule and plan - your TWM Action Plan. Your TWM Action Plan will document the implementation of agreed initiatives, the selected specialist services from the Managed portfolio and the appointment of external expert service providers, as required.
Your TWM Action Plan will also outline our recommended process for continual review and monitoring of your financial affairs to ensure your wealth management solution remains optimal.
Total Wealth Management is our strategic wealth management service offering providing you with a complete solution to meet your financial and lifestyle goals and needs. Contact Andrew Albury on 3391 5055 or via e-mail at aalbury@managed.com.au today to experience the TWM world of difference.