It has been our goal to offer financial education to all our clients, and this is reflected in our various staff engagements. Throughout all these engagements, senior executives are mostly conspicuously absent. Further to this, when we have had the opportunity to engage senior executives, we often found most of them lacking appreciation of financial planning and personal wealth management. The establishment of Axis Wealth Management and its focus on financial planning and wealth management is our response to the gap. Axis Wealth Management specializes in providing bespoke financial planning services as a means of empowering clients to achieve financial peace of mind. Our approach is to foster lifelong partnerships with high net-worth clients and provide them with the necessary guidance to align their financial goals with their life aspirations, develop a plan of action and implement appropriate financial strategies for achieving their financial goals.
What is Financial Planning?
Financial planning helps you understand where you are today and create a roadmap to get you where you want to be. Planning is personalized to you—whether you’re planning for a single goal, like retirement, or you’re planning for your life stages. Axis Wealth helps you develop a comprehensive financial plan and wealth management solutions that cover your major life goals. Financial planning helps you to:
- Discover your goals;
- Consider all aspects of your financial life;
- Identify action steps;
- Create an investment strategy tailored to your goals.
Successful planning can help propel your net worth by 2.5 times according to the Strategic Business Insight Macro Monitor 2018-2019 Report.
The diagram below shows the common planning topics
Why is financial planning important?
Financial planning helps you take control of your future:
- Feel more confident about reaching your financial goals
- Save for milestones like your children’s university education and retirement
- Build an investment portfolio tailored to your goals
- Know where you want to go and how to stay on track
Written by: Nana Wiafe Boamah, CFA.