About You
We look after the financial affairs of a small number of individuals, families and businesses. We have been trusted for more than 25 years to help our clients achieve peace of mind by advising them on the creation, implementation, execution and review of their customised financial plans. Please click here to read more.
About us
Wealth Preservation Strategies is an independent firm which looks after the financial affairs of a small number of individuals, families and businesses. We have been trusted for more than 25-years to help our clients achieve peace of mind by advising them on the creation, implementation, execution and review their customized financial plans.
Services
We help individuals and families to create, implement, execute and review financial plans which are appropriate for their unique circumstances. Whist we offer comprehensive financial planning advice, we also offer pre- and post-retirement planning, investment planning and management, estate planning and administration, fiduciary planning as well as risk planning for appropriate insurances.
Insights
Here are some links to articles and other items which include correspondences to our clients. Feel free to browse these articles and, if you find something which resonates with you, please feel free to get in touch with us. To see our Newsletter and more articles, please click here.
What Does it Mean to be Financially Literate? The 5-Question Test.
Financial literacy is often talked about, but not always understood. It has little to do with whether you understand what people are saying on the financial news, but rather whether you have the knowledge to make good choices with your own money. Put another way, it’s a household survival skill that everyone can master. In this article, we look at five simple questions that provide a road map to financial literacy.
Managing Family Trusts in a Globalised World
When families, assets and investments span borders, wealth planning gets more complicated. Different tax regimes, legal systems and family circumstances all need to be considered. Coordinated professional advice, the right trustee and clear communication between generations are the secret to keeping your wealth structures fit for purpose and protecting family wealth for the future.
When a Portfolio Becomes Too Complicated
Over time, investments accumulate, and portfolios can become way more complicated than you intended. Individually, the holdings may look perfectly sensible, but together they can create unnecessary overlap, hidden risks and unintended concentrations. A review is a great way of helping you to see the bigger picture. Once you understand what you own, you can decide whether each investment still has a role to play.
Let us contact you
Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.
What Does it Mean to be Financially Literate? The 5-Question Test.
Financial literacy is often talked about, but not always understood. It has little to do with whether you understand what people are saying on the financial news, but rather whether you have the knowledge to make good choices with your own money. Put another way, it’s a household survival skill that everyone can master. In this article, we look at five simple questions that provide a road map to financial literacy.
Managing Family Trusts in a Globalised World
When families, assets and investments span borders, wealth planning gets more complicated. Different tax regimes, legal systems and family circumstances all need to be considered. Coordinated professional advice, the right trustee and clear communication between generations are the secret to keeping your wealth structures fit for purpose and protecting family wealth for the future.
When a Portfolio Becomes Too Complicated
Over time, investments accumulate, and portfolios can become way more complicated than you intended. Individually, the holdings may look perfectly sensible, but together they can create unnecessary overlap, hidden risks and unintended concentrations. A review is a great way of helping you to see the bigger picture. Once you understand what you own, you can decide whether each investment still has a role to play.