Wealth Management
WBG Wealth Management Advisory is here to provide comprehensive wealth management plan for you and your family. We believe every family is looking to maximise wealth and likes to develop high net worth. We have well-developed systems and processes to manage your personal finances and cater to your lifestyle. We understand your needs and are capable enough to provide services beyond your expectations.
Our list of wealth management advisory services include:
- Retirement Planning: Here at WBG Advisory, we believe that retirement means different things to different people. The best way to make your retirement plan a reality is to develop a plan and stick to it. We are here to ensure that you have enough income and assets to live comfortably after retirement. Our retirement plan is not just based on registered investment, it is also a blend of non-registered investments. We have solutions for your funds that last long after retirement.
- Education Planning: For every parent, providing quality debt-free education is a dream for them. We help you in designing a plan with a very cost-effective way so that you have enough funds for your kids when they are ready for their higher education. Making your kids debt-free at the start of life should be the best gift forever.
- Investment Management: Our investments are based on our client’s risk tolerance and time horizon. Over 3000 funds of all diversified asset class and fixed-income funds help our clients get long-term growth and stability. We help you to grow your asset in a tax-efficient manner not just recommending money on low return and high tax funds. Our fund manager is working for stable returns throughout market cycle, so you can have access to world-class investment managers with sophisticated investment management methodology.
- Debt Management: We have all-in-one debt management solutions that includes mortgage, personal loans, and lines of credit. This one step alone could save you thousands and simplify your finances like no other product you've had before.
- Emergency Fund Management: We can help you to develop emergency funds through tax-free saving accounts and unique permanent life insurance policy, which generate cash value and develop long-term asset for you and your family.
- Risk Management: We are all living in an environment where we are facing risk but protecting yourself and your loved one from unforeseen circumstance is one of our most desirable passion. We determine your needs and requirements and select cost-effective insurance such as life, critical, and disability so that you will be protected and enjoy tax-free insurance money.
- Estate Planning: We have estate planning solutions that allows your investment assets to bypassing the estate and other associated fees, such as probate and settlement costs. We put investment assets into the hands of beneficiaries quickly, so you have control to your plan. You will also have the ability to name beneficiary on both registered and non- registered investments.