TOOLS AND ADVICE
WE HELP YOU MAKE WELL-INFORMED FINANCIAL DECISIONS
We put sophisticated planning tools and expert advice to work for you.
Creating your Personal Financial Moat
Powers Wealth will help you determine how much you need in “core capital”, i.e. the amount you need to enjoy your lifestyle and have as a personal reserve. This is tailored to your personal circumstances – we work to create strategies to protect your “Personal Financial Moat”.
Our analytic tools are designed to empower you to make the best possible decisions, despite the uncertainties of the markets.
- Affording a lifestyle change
- Balancing spending and saving
- Optimising asset allocation
- Minimising taxes
Giving You Control Over Where Your Capital Goes
Your “excess capital” is the amount you can commit to your Estate or other causes without limiting your lifestyle. Our wealth management experts work with you to find the best way to build and transfer this wealth through generations.
Our state-of-the-art capabilities can be used to analyse issues of:
- Estate Planning
- Charitable Giving
- Wealth Transfer