Because your financial and wealth creation journey is unique to you, engaging a trusted Adviser to help navigate the changes in your life stages, markets and legislation will prove invaluable.
We all work very hard to earn a living, so at Numero Wealth we want to make sure that your money continues to work hard for you – In essence, we want to
make it count
– to ensure you meet both your short-term goals and longer-term retirement goals.
Understanding where you are currently at and what it is you are wanting to achieve helps to ensure that the foundation on which we build our advice is uniquely tailored to your specific needs and objectives. The better we understand you and your situation then the better any advice will fit.
When choosing a Financial Adviser, it is important to make sure you feel comfortable, you feel you are being heard and probably most importantly that you trust that your Adviser has your best interests first and foremost.
Because we feel this is important, the initial consultation is at our expense and there is no obligation to proceed any further on your part if the fit is not right.