Adviceworx offers you access to our globally regarded advisory process — the Adviceworx Lifestyle Wealth Design ProgrammeTM. The cornerstone of the Adviceworx Lifestyle Wealth Design ProgrammeTM is the achievement of lifestyle objectives, both during your working life and through retirement. The focus of the process is on your aspirational goals and ensuring that these goals are successfully achieved over time.
The process takes a holistic view of your financial wealth and ensures that all life's challenges are addressed, including protection of life, protection and growth of assets, as well as concerns such as erosion of spending power through inflation, debt management, tax and family responsibility.
The end result of the Adviceworx Lifestyle Wealth Design ProgrammeTM is a well-articulated strategy that will assist you in realizing your specific objectives and goals.
The process includes evaluating your current asset base and cash flows, then determining what cash flows are required in the future, ultimately determining what real returns will be required to ensure that you realize your return objectives.