We provide financial planning advice and investment advice (or ‘wealth management’ advice as it is also called), to individuals, charities, trusts and companies.
We provide advice to individuals and family groups, assisting them to plan and achieve their financial goals.
We provide a broad range of services to companies. We help ensure a business is protected in the event a key employee falls unwell or dies, we guide and organise company pension arrangements, helping to untangle the pensions maze for the benefit of employers and employees.
Successful wealth management requires understanding each client is different and therefore the need to building a portfolio suited to your unique financial situation, goals and objectives.
Analyzing Your Needs
Cartwright & Brown wealth advisors will spend time getting to know you and your investment goals to help design and build you a portfolio to maximise the probability you reach those goals.
Determining Your Portfolio Goals
Every investor has unique goals for their assets. You deserve a manager that will take the time to understand your goals and objectives and discuss them with you at length to ensure your comfortable with and understand the recommended strategy.
Determining Your Asset Allocation
Your asset allocation- the mix of equities, bonds, cash and other securities in your portfolio are a major component of your portfolios long-term returns and should be closely tied to your investing goals.
Selecting a Appropriate Benchmark
A Benchmark is based on your asset allocation and allows clients to gauge the performance of their portfolio whilst providing a framework for investment management and risk control.
Any action taken on our advice or recommendations with any investment, we will always recommend you a fully regulated bank or broker within your country of residence with the lowest fees. We will never recommend you a unregulated company to send your funds to.
Once you have decided to become a client, the account set up and asset transfer process is quick and easy. An experienced Cartwright & Brown advisor will guide you through it.
Flexible Proactive Management
Global Macroeconomic conditions must be continually monitored with necessary portfolio changes to position client portfolios to capture global opportunities.
Reporting and Communications
As a client, you´ll be assigned a dedicated wealth advisor who is responsible for keeping you informed of how your portfolio is performing and why.