Life is what happens to you while you’re busy making other plans. We all have hopes, dreams and ambitions. Every one of us has a specific idea of where we’d like to get to. Staying true to that plan is a different business. Life is many things, but rarely predictable. Marriage. Health. Career. Children. Any one of them can alter that big plan in a heartbeat.
We don’t read tea leaves and we don’t do crystal balls. What we can do is make sure you’re financially sound for every part of the journey. We’ll continue to grow your wealth throughout every change in circumstance. We can help you maintain progress towards that ultimate destination, no matter what life throws in the way.
Winson Capital Financial consultants start every new relationship with a blank page. They don’t arrive with prepared answers. As we are privately owned and entirely independent, they don’t turn up with an agenda. Although we have specific areas of expertise, we are qualified to advise on every aspect of wealth management. Moving assets between borders, insurance, financial protection, tax and inheritance. As well as creating the perfect plan for your specific goals, your Winson Capital adviser is there to help with anything that relates to your financial health. Our advisers often become long-term friends, helping clients and their families to pursue their dreams year after year.
PORTFOLIO MANAGEMENT
Low interest rates and increasing inflation haven’t been kind to traditional savings accounts. If you’re serious about growing your money, you need to look beyond cash. Once that decision has been made, your options are almost infinite. funds, property, bonds, structured investments. Each one rich with additional choices and potential. Presented with an overwhelming number of options, it’s no surprise that the first step feels the hardest.
Our financial advisers are trained to help you make full sense of your financial options. Rather than an “all eggs, one basket” approach, we’ll always encourage you to mitigate risk by spreading your investments and building a portfolio. Your adviser will then help you monitor and nurture that portfolio by providing an annual performance review, quarterly statements and 24/7 online access to your account.
(This service is not available to clients of Winson Insurance Consultants Limited in Hong Kong).
COMBINED APPROACH
To fully reap the benefits of working with Winson Capital, we always recommend accessing both our financial planning and portfolio management services. Working together these disciplines will help you define your financial goals exactly, then realise the investment performance needed to achieve them.
