Wealth Planning
What does wealth mean for you?
Wealth has a different meaning for everyone. At WISL, we do more than just safeguard and enhance your assets. We're dedicated to creating customized investment solutions that align with your unique aspirations, enabling you to live the life you envision—today, tomorrow, and for generations to follow.
For decades, our specialists have been guiding clients across the Asia Pacific region, crafting adaptable financial plans that are tailored to achieve their individual financial objectives.
How we’ll work together
Everything starts with getting to know you. Together you and your client advisor will identify your financial goals and priorities using our WISL Wealth Way approach. You’ll agree a plan that fits for today or for where you want to be in the future.
Your client advisor serves as your gateway to our extensive wealth management services and our global network of investment and product specialists. Together, they will work diligently to turn your financial plan into reality.
Understanding Your Financial Landscape
We begin by aligning your priorities and goals with actionable financial objectives that suit your personal situation, preferences, and risk tolerance. Our investment advice is consistently compliant with regulatory standards and responsive to market conditions.
Goal Setting
Your client advisor will collaborate with you to devise financial strategies designed to meet your specific goals. Leveraging our stringent investment process, we provide you with practical advice and innovative ideas tailored to your needs.
Wealth Plan Creation and Implementation
Once you are assured that our solutions are both sound and suitable, your client advisor will engage the necessary investment and product specialists to initiate the execution of your wealth plan.
Ongoing Review and Adaptation
Upon your request, your client advisor will conduct regular reviews and monitoring of your portfolio, ensuring that it remains aligned with your confidence and changing circumstances. This allows us to adjust your wealth plan as your life evolves, keeping your financial strategy as dynamic as you are.
Our solutions
Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.
Wealth Planning Advisory
Wealth planning is personalized, not one-size-fits-all. We'll discuss your goals and financial situation to identify opportunities for improvement. Whether you're planning to transfer wealth or reduce inheritance tax, we collaborate with your tax and legal advisors to tailor a strategy that best meets your needs.
Financial Planning
With decades of experience, we understand how significant life events like marriage, divorce, home purchases, career changes, entrepreneurship, and retirement impact your finances. Recognizing the importance of these milestones in financial planning, we help you define your risk tolerance, keep you informed of legislative changes that could affect your finances, and ensure you have a sustainable income now and in retirement.
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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
WISL does not provide tax, legal or accounting advice. You should consult your independent tax/legal advisor and accountant for specific advice before entering into or refraining from entering into any investments, structures or planning.