The Future Map
We determine “Your Number” and “How Much is Enough”
The Future Map is where Walfrid Private creates your critical path to Financial Independence based on your individual circumstances.
We determine “Your Number” and “How Much is Enough” for you to achieve your strategic financial goals.
I have a question for you;
Do you have a Financial Life Plan that provides you and your family with clarity and certainty? If not, read on…
Our approach to financial planning is refreshingly different, extremely effective, and yet very simple: We listen.
Most of our clients are successful entrepreneurs and senior business executives – energetic, busy people who value having a ‘Trusted Advisor’ relationship – a ‘co pilot’ who helps them cut through the complexity in their life and ensures their interests are protected at all times.
Our track record speaks volumes; national recognition, international recognition and outstanding client testimonials.
We have developed a unique strategy that we call ‘FutureMap’, which wraps around our REAP Wealth Management System. It is a hugely engaging, process to plan exactly what you need to do to ensure that you have complete certainty around meeting all of your personal, professional and financial goals. It is a sort of personal family blueprint, a lifestyle and financial ‘roadmap’ underpinned by an Advanced Investment Strategy to investing.
Life is short and we all have things we want to do and that we want to achieve – our process helps pull all the ‘variables’ together and give you the best possible opportunity to accomplish your goals – and at the same time look after those closest to you. Everyone should have their own FutureMap – contact Walfrid Private to build yours.
1. The Familiarisation Focus
This is how you get to know about Walfrid Private and how Walfrid Private gets to know about you. It is how we come into each others eco-systems.
Client and Association Referrals
Client and Association Referrals are similar in content to our educational seminars but are more discreet as they are held on a one-to-one basis.
Educational Seminars
Educational Seminars give both knowledge and information to attendees in a relaxed and entertaining environment.
The Familiarisation Meeting
The Familiarisation Meeting follows on from the above. It gives us an opportunity to discover what is happening in your world, our world and THE world.
2. The Discovery Process
The Discovery Meeting
This is a crucial part of our process. This is a meeting with one of our Financial Advisors to discuss your own circumstances. We deep dive into your wealth management aspirations and lifestyle wants. We learn about your perfect life postcard. We reverse engineer that into a cashflow analysis. This shows your stage of life reflections.
The Letter of Authority
The Letter of Authority enables us to gather current and accurate data as part of our compliance file. We only collate data to report to you, we do not become an agent.
The Financial Focus
The Financial Focus documents the agreed points from the Discovery Meeting as we commence a Centralized Wealth Management Process.
3. The Wealth Management Plan
The Wealth Management Plan
The Wealth Management Plan details the protection, accumulation, (potential extraction) and retention of wealth through The REAP Centralised Wealth Management System.
The Recommendation Navigator
The Recommendation Navigator relates to your objectives and it details alternatives open to you to meet your goals and remove your worries and concerns. It recommends specific solutions and provides recommended implementation strategies.
4. The Planning Meeting
The Planning Meeting is a meeting to discuss, review and amend your Wealth Management Plan prior to the commencement of The Implementation Process.
5. The Implementation Process
The implementation Process is the setting to implement the recommendations put forward within the Wealth Management plan that have been agreed upon. It is here that your critical path to financial freedom is summarised and agreed. Your Future Map is then your tailored blueprint for period reflection meetings.
6. The Reflection Snapshot
The Reflection Snapshot is a series of periodic reflections that keep you informed of progress. This happens with monthly model portfolio performance updates, quarterly investment reports and annual face to face reflections. Our Financial Planning Team consistently monitors the plan in the background. Each Client has a portfolio manager as a point of contact.
7. The Family Client
Our exclusive Family Client program offers a proactive partnership between us, as your dedicated Wealth Managers, and your family. We leverage the Advanced Investment Strategy to manage your investments and assets, providing you and your family with peace of mind, knowing that your finances are being taken care of. With us, you will never have to worry about your money again.
