MW Wealth is professional and approachable, striving to nurture real relationships with our clients. Grounded in trust, we look after the wealth planning for a finite number of private clients. This entails a bespoke service of tailor-made solutions to meet individualised objectives.
A cornerstone of this mission is our independence, which has made us a wealth adviser of choice.
MW Wealth is not an assurance adviser, nor does it sell financial products.
Responsibility and accountability are hallmarks of the enterprise.
Our philosophy
MW Wealth subscribes to established principles of investing, focusing on bespoke investment advice.
We implement these principles:
- We seek to minimise costs and taxes to benefit our clients;
- We seek to manage downside risk and limit the potential for permanent capital loss;
- We educate on risk, ensuring appropriate risk budgets to meet objectives;
- We utilise independent investment ratings to guide us;
- We invest only where proven track records exist through a full market cycle.