Integrated wealth management

The Investment Planning (asset and liability modelling and management analysis) and the fees and charges analysis also assess how effective and integrated your overall wealth management advice is.

How your wealth and asset managers are working together is particularly important where you may have a number of different wealth and asset managers, estate planners, insurance brokers and other professionals.

Poor integration will more likely increase costs, reduce returns and increase risks to your financial position. 

TAMRIS will therefore provide a preliminary assessment of the effectiveness of your overall wealth management arrangements.  This analysis supports the more involved service option that looks at providing recommendations for better integration of advisor services.

Please see Total Asset Life Cycle Wealth Management for more information on the importance of integrated wealth management.