Wealth Management

A balanced and diversified portfolio of investments to maintain and build wealth.

Wealth management is more than just investment advice as it can include all aspects of your financial life. Many of us are trying to integrate several pieces of financial advice and products from different sources, which can lead to inefficiency and overwhelm. Our private clients benefit from a truly holistic approach where we pull together everything you need to manage your money and plan for you and your family’s needs.

Investment planning

A balanced and diversified portfolio of investments is important to maintain and build wealth. We make suitable recommendations on how to optimise your portfolio to create lasting wealth for you and your family. As unbiased advisors, we are not tied to any financial providers. We offer clear and comprehensive advice based on extensive market research to bring you solutions that best fit your risk profile and specific financial goals.

Your portfolio is carefully monitored and reviewed at regular intervals to ensure you stay on track. Whether you’re a savvy investor or just starting out, everyone can benefit from unbiased, expert advice.

Estate, Legacy & Succession Planning

Putting a plan in place on how you’d like your wealth to be distributed gives peace of mind to both you and your family. We collaborate with tax and legal experts to create a plan to tax efficiently pass on wealth to the next generation and ensure your desired outcome.

“We’ve developed an excellent working relationship over the years and trust U Consulting’s advice as being impartial, informed by a substantial experience and expertise, and fully consistent with our needs and aspirations.

We realised excellent returns on our investments, which helped us to better enjoy our retirement.

The advice we received reflected our different tolerance to risk, which provided the important added benefit of peace of mind. We have no hesitation to recommend U Consulting’s services. Their personal engagement and friendly approach to working with us means that all our dealings have been pleasant experiences.”