Personal Wealth scorecard
Everyone’s scorecard is different and needs to be individually interpreted in view of their particular circumstances and objectives.
However, the scorecard provides you with a succinct summary of where you are now, where you have come from and the direction you need to be heading.
While the Scorecard does not guarantee personal financial success, its implicit and increasingly more explicit application over many years has helped many focus on the controllable drivers of wealth, despite volatile and difficult investment markets.
Your Personal Wealth Scorecard is a powerful tool that helps you:
Create a realistic & action-orientated assessment of your current financial health
Get a better understanding of your financial situation
Provide you with an opportunity to reflect and analyse your finances
Identify the areas (or constraints) in which you need to improve
We developed this unique approach to take into account your individual strengths, investing knowledge and experience.
As your financial future is too important to be left to chance.
Where we can help?
What do you need help with?