We help our clients make sound financial decisions by bringing together vast amounts of individual pieces of information to create their unique financial picture, so they’re able to achieve the things that are most important to them.
It also means we can ensure they avoid the kind of mistakes that can all too easily destroy their hard earned wealth.
There are three things that we (our clients, also) consider to be really important.
You’ve worked hard to get to where you are today. At the very least, you want to maintain your lifestyle, but most likely you want to improve on it.
But you’re also worrying about paying for your children’s education, or selling your business, or planning for your retirement, or looking to invest for the long-term. All of these things require careful planning.
To help our clients over these kind of life hurdles, it’s essential to build real, honest and long-term relationships with all of them. And we believe this is only feasible if we restrict numbers to a select group of passionate, driven, and successful individuals and their families.
Our ideal is to be bigger than small, but smaller than big. That way we can give you the attention, professional care and expert advice that you deserve.
It can be difficult making the right financial decision today when you’re confused, unsure and even frightened as to its impact on you and your family tomorrow. Sometimes it’s hard to see the forest for the trees.
At Baharian Wealth Management, we have both the experience and knowledge to be able to look beyond today, to see what’s on the horizon for you and your family, and to have insights into the long-term impact of the various options you’re now facing.
Thorough analysis, using our unique financial modelling tools, we can provide you with the information that will assist you in the making of educated, rational decisions.
We call this horizon planning.