Strategic Asset Accumulation Service (SAAS)
What is SAAS?
SAAS is a comprehensive financial advisory service, specifically designed for those in the early stages of asset accumulation.
The service incorporates ongoing strategic advice, personalised investment management, monitoring and administration, with six monthly meetings and formal written annual reviews.
Who is it for?
SAAS is appropriate for high income earners that are in the early stages of asset accumulation. These clients often face very complex tax and structural issues and usually have different investment objectives to those who may be more progressed with their asset accumulation.
Medical Specialists, Business owners, Executives and other busy professionals are well suited to this service since they are usually very time poor and need someone they can rely upon to proactively manage their affairs.
How do we deliver the Service?
We work very closely with your Accountant, Lawyer and other professional service providers to ensure your affairs are structured correctly to build upon your wealth in an efficient and sensible manner.
SAAS is a total care, hands on service. We look after your financial strategy, your investments, investment administration and reporting (including tax reports for your accountant).
How can SAAS help you?
SAAS helps by ensuring that you have a strategic plan and that you remain on track to meet your financial goals and aspirations. We take the worry out of your financial management, meaning you can focus your time on your career.
How do we charge for SAAS?
Our initial meeting is free of obligation or charge. Once we have a thorough understanding of your situation, we will quote a fixed fee for our initial advice and we will quote for our ongoing advice. All advice and costs will be clearly detailed in a comprehensive written Statement of Advice (SOA).
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