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Gather Information

Analyze the Information

Develop a Plan

Estate Plan

Tax

Monitor and Review

Implement the Plan

Will

The Financial Planning process consists of 6 Steps

In today’s dynamic marketplace, financial products have become the biggest focus for clients and advisors. Product providers focus on products that can be sold rather than provide a service for their customers. At Consilium Private Wealth, we focus on financial planning as well as financial products.

Currently, financial advisors receive remuneration only when they provide a product for their clients, who in turn pay a commission for their services. There is no incentive for financial advisors to implement a proper plan for clients.

This is why CPW has positioned itself for commission-free advice as well as focusing

on planning rather than selling a product.

Establish a Relationship

Budget

Credit Analysis

Company info:

Consilium PW is an authorised financial service provider

FSB nr: 46760       PTY nr: 2015/039760/07

 

 

Disclaimer:

The information contained in this website is for general information purposes only. The information is provided by Consilium PW and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Through this website you are able to link to other websites which are not under the control of Consilium PW. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them. Every effort is made to keep the website up and running smoothly. However, Consilium PW takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.

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