Wealth Preservation Series

For many clients, diversification means a spread between product suppliers, advisers and asset managers or funds. For many clients, diversification means a spread between product suppliers, advisers and asset managers or funds. There are pitfalls in each. Because product suppliers generally have similar products, as long as you ensure it is not part of a…

Why you need to invest according to your needs Matching assets and liabilities is a measure used by actuaries to ensure a Pension Fund can pay its liabilities. Similarly, when you retire, a wealth manager needs to ensure that there is sufficient liquidity so that your investments can fund your expenses. We want to be…

Until you know the timing and extent of your future expenses, you cannot make prudent investment decisions. Cash flow planning is an integral part of wealth management: Until you know the timing and extent of your future expenses, you cannot make prudent investment decisions. At Classic Wealth, we take the time to sit with you…

Adhering to a strategic framework can provide you with the certainty to achieve your financial goals and peace of mind. Staying invested in uncertain times can be a tricky endeavour, especially when you are emotionally involved in the process. Instead, to have a clear, rules-based strategy already in place ensures that your emotions are removed…

Our principles behind wealth preservation are simple. ​Classic Private Wealth is helping our clients to preserve their wealth using these principles. When most people think about financial planning, the first two things that come to mind are investments and insurance, but we believe this term is more nuanced. Wealth Managers are the custodians of clients’…