Wealth Preservation
When you’ve worked hard to accumulate your wealth, you want to look after it. Wealth preservation services involves strategies for safeguarding your assets over time and includes diversification, risk management, tax planning and informed investment decisions to maintain and potentially grow your wealth while minimising potential losses.
Ignore the noise
An effective wealth plan can lead to more logical and informed decisions
With constant negative news headlines and the pressure to follow the crowd, it’s easy to respond with impulsive decisions. But constantly reacting to what you read and hear can severely impact your long-term outcomes. As a high-net-worth client, a wealth plan would provide you with a complete picture of your wealth and your objectives, helping you to remain focused on the long-term and ignore the short-term noise. Money can be a very emotive subject, but working with a wealth planner can take some of the emotion out of your financial decisions.
Get in touch today
Find out how we can help you. Call +44 (0)1624 645000 or email [email protected]
Cashflow planning
Getting the full picture with cashflow planning
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What does it show?
By visualising your income sources, expenses, savings and investments alongside your financial goals, a cashflow plan gives a better understanding of your financial situation over the short, medium and long-term.
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Analysing the possibilities
Cashflow planning is an element of your wealth plan that is used to analyse your finances. Our expert wealth planning team use cashflow analysis software to give a clear picture of your wealth and how it can be managed to achieve your objectives. As experienced wealth planners, we can use cashflow planning to project future financial scenarios and model the potential outcomes, helping you maximise your wealth.
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What does it show?
By visualising your income sources, expenses, savings and investments alongside your financial goals, a cashflow plan gives a better understanding of your financial situation over the short, medium and long-term.
-
Analysing the possibilities
Cashflow planning is an element of your wealth plan that is used to analyse your finances. Our expert wealth planning team use cashflow analysis software to give a clear picture of your wealth and how it can be managed to achieve your objectives. As experienced wealth planners, we can use cashflow planning to project future financial scenarios and model the potential outcomes, helping you maximise your wealth.
Mitigating the risks
Identifying potential risks helps you safeguard your wealth
Identifying and mitigating potential risks as part of your wealth plan can help you safeguard your wealth for the future. Our wealth planning and private banking teams can explore options with you to help mitigate these risks, such as:
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Diversification
Spreading your investments across different asset classes, industries and regions can reduce the risk of losses when markets are volatile.
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Estate planning
Thinking ahead and establishing a plan for the tax-efficient distribution of your assets can ensure the smooth transfer of wealth to the next generation.
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Regular reviews
Conducting regular portfolio reviews can identify potential risks as markets, economic conditions and your personal goals change over time. Rebalancing your portfolio can then mitigate these.
Frequently asked questions
Nedbank Private Wealth
How can I preserve my wealth?
What impact will tax have on my wealth?
How can I avoid taking too much risk?
Would a savings account be less risky?
Managing risk
Our approach to risk management
Our private banking team and investment specialists take a systematic approach to risk management. When talking with you about your financial circumstances and goals at the outset, we will also establish how much risk you are prepared to take with your money. Your investment strategy is then designed to achieve your financial goals with an acceptable level of risk for you.
Ongoing risk monitoring and reviews are carried out to analyse potential threats, such as market fluctuations, economic downturns and unforeseen events, and your strategy will be adjusted, if appropriate, to ensure it remains on track to meet your financial objectives.
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What our clients say
Corporate social responsibility
Recognising the impact and taking action
We support projects that help reduce the impact we have on our local and global environment. We work closely with local charities to help improve the communities in which we operate and, more broadly, we partner with Ecologi to offset more than our collective carbon footprint puts back into the environment.
Related case studies
Read about more clients we have helped
We have helped countless high net worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our high net worth clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.
Sustaining income after a divorce
Set for retirement
Start planning early
Relocating to the UK
Get in touch today
Find out how we can help you. Call +44 (0)1624 645000 or email [email protected]
OUR TEAM
Meet our team of dedicated professionals
Our teams are highly skilled and will help to understand your needs, giving you access to proactive help and efficiency through a single point of contact.
Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here
Frequently asked questions