MISSION STATEMENT
At MoneyWise Financial Services, Ltd. our mission is to partner with our clients to assist them in making smart financial choices through uncompromising integrity, trust, and personalised service.
VISION STATEMENT
Holistic and comprehensive financial planning partner of choice empowering people to live exceptional lives during their retirement journey.
CORE VALUES
Client first
A passion to help
Ethics, Honesty and Professionalism
Teamwork- Working together for common goals
Quality of Execution- Do it right the first time! Do it Once and Do it well!
Critical Review- unrelenting pursuit of excellence
Enjoyment- Supplying the resources and physical environment that enables our staff to reach their full potential.
VALUE STATEMENT
Our value is reflected in our client's success in meeting their goals, assisted by our knowledge and skills.
PROCESS
Our process is divided into a six step process of
1). Organize;
2). Prioritize;
3). Analyze;
4). Develop A Plan;
5). Implement; and
6). Monitor and Adjust.
We offer a Private Vault for our clients to electronically securely store their important documents in one location for ease of access for them or their family members.
OUR BELIEF
We believe that the single most important factor in helping you achieve a secure retirement is having the right strategy in place.
We are a strategy (called Advanced Time Segmentation)-driven firm dedicated to creating personalized financial plans for our clients.
Market performance, financial products, returns, taxes, fees, etc. – all of these are important, but making sure we have a guiding vision in place gives our clients the peace of mind they deserve.
Our strategies allow our clients to maintain their lifestyle, keep up with inflation, and mathematically calculate their risks.
We match each year’s retirement income needs with time-segmented investments. We give every dollar a purpose and a job. We need to get the strategy right before we even think about products. After all, “your wealth deserves a strategy.”
