Why call on the services of a Wealth Advisor?

The may 26, 2023

Contrary to popular belief, an asset management adviser is not just for the wealthy. Indeed, everyone can find themselves in a situation where the knowledge and expertise of an adviser would be beneficial.

When should you call in an adviser?

To be honest, all the time! A wealth management professional can always give you sound advice. With their expertise in financial, property, legal and tax matters, they should be able to support you at every stage of your life. If you already have substantial financial or property assets, or if you are just starting to build up your assets, it is essential to be accompanied. If you have an identified question or problem, you know what to expect from this specialist. But if you don't have a clear idea, the expert will use the in-depth discovery of your situation to determine your objectives.

How does it work?

This profession is governed by a strict regulatory framework that covers both professional qualifications and the customer journey. The advisor must review the civil, i.e. family, legal, financial, property, tax and inheritance aspects of your situation in order to draw up a wealth assessment. This will form the basis for analysing the customer's needs and determining their objectives. The Wealth Advisor will be able to identify potential problems and make technical, legal or financial recommendations.

What are the results?

The wealth expert's role is to identify areas of concern regarding the customer's situation and to establish an appropriate wealth strategy.

As we saw earlier, each person's objectives and needs are unique.

Who hasn't asked themselves the question:

What happens to my children if I die?

Is my partner well protected by our PACS?

I want to prepare for my retirement, but how do I go about it?

How can I improve the zero return on my investment?

I have property assets. What can I do to prepare and anticipate how they will be passed on to my children?

I pay tax. How can I reduce it by contributing to society?

I like practical things. How can I find an investment that's right for me?

We're sure that one of these questions echoes a situation you or someone close to you has encountered. So, whether the solution is legal, financial, real estate or involving other more atypical assets, such as forestry investments for example, the Wealth A7 team of wealth experts can meet your needs and draw up personalised recommendations - contact us!

In a world on the move, Wealth A7 is here to bring your dreams to life.


Article by : STEPHANE SAES

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