Your dreams. Your goals. Your portfolio.
Providing a client focused, high level service.
Our approach to wealth management is balanced based on our principles of accessibility, open dialogue, ongoing monitoring, and trust.
Beginning with a conversation about your goals and aspirations, we will guide you through all the components of wealth management and planning. We will seamlessly integrate your investments, retirement goals, education savings, taxes, estate planning, insurance, philanthropy, and business succession goals. Which will be supported by the rich collective expertise of Richardson Wealth’s in-house team of lawyers, accountants, insurance and tax specialists.
Our process can be broken down into three simple steps:
An initial meeting to determine your financial goals and to review existing portfolios
A discussion about portfolio recommendations and implementation
Regular reviews, portfolio monitoring and ongoing communication
The advice and portfolio recommendations we provide clients is designed to meet their individual needs. Performance should be measured by the fulfilment of specific goals, rather than by indices which may not be directly relevant to an individual’s portfolio. In all aspects, we are guided by our clients’ personal objectives to provide a fully customised service at all levels.