What We Do
|Do you spend so much time investing and rebalancing your clients' funds that you aren't focusing on their most important goal – achieving their lifestyle objectives? |
How confident are you that the funds you choose will consistently deliver above average results over the longer term?
Do you know about the advantages of asset-class investing?
Is your initial fact-find only a paperwork exercise or does it truly engage your clients' hearts and minds?
How much encouragement, good ideas and integrated IT support does your business receive?
|These are some of the ongoing challenges that wealth management advisers commonly face – and PFS was established to help address them. Simply put, once you have invested clients funds utilising an asset-class investing methodology, there's no need for fund selection, fund-switching, re-weighting client portfolios, or short term performance concerns. Over the longer term, asset class investing will out-perform the market – as a new generation of advisers is starting to discover. |
So instead of being an investment manager, with the help of PFS you can become a wealth manager. You can focus on looking after all aspects of your clients' financial well-being from cash-flow and debt management, to risk protection and estate planning.
You might even find time to take on more clients.