What is Wealth Management?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for a set fee.

You may own a successful business, have inherited money, or simply accumulated your wealth through many years of savings and investments, so naturally it’s incredibly important to you to preserve, enhance and protect your assets to secure your financial future and that of your family.

SG Wealth Management takes time to understand your interests, objectives and requirements, providing a plan  which is regularly monitored by your adviser to best meet your changing needs and circumstances.  You can take great comfort from our long-term approach – giving you the peace of mind that your best interests are at the heart of everything we do in securing the best possible outcome for your financial future.

 

 


How We Work With You

We take a caring approach to understanding your personal needs and requirements and tailor our service to you.

Ongoing Support

Once your plan has been agreed, we continue to provide comprehensive levels of ongoing support and advice.

Our Team Approach

Our dedicated team of Wealth Managers deliver unrivalled financial planning and management services.