The four key stages of wealth management
Over a lifetime, circ*mstances change as one moves along the wealth planning timeline. Those at the beginning of their financial journey will have different needs and objectives to those who are already established and in the later years of their wealth plan. We have therefore created the four key stages of wealth management to help you understand where you are now, and where you are aiming for in the future. These four stages are named Grow (Accumulation), Nurture (Consolidation), Sustain (Decumulation) and Legacy (Protect). See each stage below for more detail and a guide to help establish where you are on your personal wealth management journey.
