What does a financial planner do?

A VWM financial planner is like having a personal trainer for your money. We help you implement strategies to protect and get the most out of the money you have. This is done according to your investment profile, so you can have more of the things you want - today and in the future.

After completing the initial steps of information gathering, finding out who you are, your current circumstances and where you want to be, we will assist you to make educated decisions regarding how to make the most of your money, including investing and protecting it to your advantage by implementing strategies designed specifically for your goals and objectives.

We employ the key building blocks and matching these elements to suit your circumstances resulting in a personalised financial plan tailored to your goals, objectives and priorities.