Our approach is unbiased, proactive and tested
Our Approach
No-obligation
Consultation
Exchange information, assess assets, discuss plans. Mutual value in collaboration. Progress to next step anticipated.
Analysis &
Research
Confirm fees, assess needs, research options, act in your best interest. Transparent process. Review, analyze, advise with full recommendations
We produce
Financial plan
Present understandable advice, address queries. Choose to implement immediately or take time to consider before progressing further.
We implement
The plan
Handle administration, liaise with financial companies, simplify process. Free you to focus on life’s joys or your expertise.
review &
monitor
Annual review, updated advice reflecting changes. Monitor plans for value, adapting to life, market shifts. Client-centric approach for securing future.
What to expect
At KS Wealth, you will benefit from independent, top-tier advice from a dedicated Bespoke Chartered Financial Planner focused on improving your family’s financial well-being. As part of an exclusive clientele, you are assured of personalised attention and exceptional service, thanks to our strict policy of limiting the number of clients each Planner serves.