Crederecounsel.org is a comprehensive financial counseling solution that prioritizes trust, integrity, and comprehensive financial guidance for clients.
“Most wealth managers focus solely on investment management. We recognise that wealth management goes beyond investments, and should be more holistic. It requires an understanding the client’s financial status, and address financial planning, tax optimisation,
estate planning, retirement planning, risk management, and philanthropic planning.”
So, when you choose our wealth management services, you can trust that we will go above and beyond traditional
We believe that true wealth management involves a more comprehensive and holistic approach. It’s not just about managing
By taking a standalone investment management approach, we would only be addressing a small part of our clients’ financial needs.
Moreover, our approach to wealth management involves a team of professionals who are experts in their respective
We understand that no single organization can accommodate the diverse talent and expertise needed to provide comprehensive
By taking this comprehensive approach to wealth management, we aim to help our clients grow, protect, and distribute their wealth in the
We consider all aspects of their financial life and provide tailored strategies to help them achieve their unique goals and objectives.
At our firm, we take a different approach to
wealth management. While many other offerings focus solely on investment
“A financial plan is the blueprint of the client’s wealth strategy, and almost welded to investment management. Together they form the core of wealth management offering, around which sit tax planning and risk management; and finally estate planning, retirement planning and philanthropic planning as satellite offerings.”
The financial planner starts by gathering information about the client’s income, expenses, assets, and liabilities. They then analyze this data to create a personalized budget that considers their short-term
and long-term financial goals. The planner may also guide debt management, emergency savings, and investment strategies. They periodically review the plan and make adjustments as needed.
The Investment Manager considers the client’s risk tolerance, investment goals, and time horizon to develop an investment portfolio that aligns with their objectives. They conduct thorough research and analysis to
The Tax Planner stays updated on the latest tax laws and regulations to identify potential tax-saving opportunities for clients. They review the client’s financial documents and income sources to create a
The Estate Planner helps clients create comprehensive estate plans that go beyond simply creating a will. They analyze the client’s assets and liabilities to determine the most effective ways to
The Retirement Planner assesses the client’s retirement goals, lifestyle expectations, and income sources to develop a customized retirement plan. They consider factors such as projected Social Security
The Risk Manager assesses the client’s risk exposure and recommends appropriate insurance coverage to protect them and their loved ones against unforeseen events. They review existing insurance
The Philanthropic Planner works closely with clients who have a desire to give back to society and make a positive impact through charitable giving. They help clients identify causes or organizations that align
Crederecounsel.org is a comprehensive financial counseling solution that prioritizes trust, integrity, and comprehensive financial guidance for clients.