UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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Warwick manages a substantial trust fund for his family.
He values integrity, transparency and security. He also highly regards individuals and relationships.
With a substantial inheritance to pass on, stemming from a highly successful career in telecommunications, Warwick is seeking advice to help him navigate the complexities of managing his assets. He wants to ensure that his wealth is preserved and effectively utilised for the benefit of his family through future generations.
Warwick aims to create a solid financial foundation for his children, preparing them for future responsibilities and ensuring a smooth transition of wealth.
Warwick wants to establish a family foundation to support causes that resonate with him and his family, fostering a spirit of 'giving back' to his offspring.
He seeks to ensure a comfortable retirement for himself and his partner while also planning for his childrens' future independence and grandchildrens' education.
Warwick is challenged by the idea of letting go. To handover responsibility and trust is extremely difficult due to his prior overseeing of all family assets.
Building trusted relations. He values integrity, transparency and security. He also highly regards individuals and relationships and feels challenged by the lack of personalised customer care within the financial services industry.
He faces the challenge of discussing wealth and inheritance with his children, wanting to prepare them without instilling a sense of entitlement.
To help Warwick achieve his unique goals, United Advisory offers a holistic approach to intergenerational wealth management, focusing on creating a robust financial foundation for his children. We provide tailored strategies that facilitate a seamless transition of wealth, ensuring his heirs are well-prepared for their future responsibilities. Our team collaborates with Warwick to understand his personal unique goals, aligning investment choices with his values while pursuing holistic outcomes that meets both his short and long term financial objectives. Our aim is to focus on minimising Warwick’s fear of letting go by providing a suite of professionals that he can easily collaborate with to oversee the ongoing handling of family assets and investments.
UA collaborate with our clients to tailor solutions to best fit their individual needs.
UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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