HOLISTIC FINANCIAL STRATEGY

Holistic financial strategy:

This is where we take a big picture view to helping you achieve your financial goals. A Holistic Financial Strategy will encompass investments, savings and pensions.

Transition Wealth tailors our service to your individual needs and we can work with you in a variety of ways:

1. Advisory

The advisory service gives you expert advice on your best course of action, but all implementation is left to you. For example, you would be responsible for managing the products that relate to your financial strategy.

2. Semi-implemented

A semi-implemented service is where we get involved in some of the implementation where required. For example, you might be perfectly happy with your existing superannuation fund or pension account and you might just want us to review the underlying investments to ensure they deliver your preferred outcomes.

3. Fully implemented

Our fully implemented service comes with all our best ideas including ongoing management to give you complete peace of mind when it comes to achieving your financial goals.