Wealth management services

 Moore Wealth Management is committed to providing the highest quality investment and technical financial planning advice to personal, corporate and trust clients.

We provide a bespoke and personal financial planning service to every client and are proud of our long-standing client relationships. We continually review, and seek to improve, our services to maintain our position at the forefront of the wealth management and financial planning profession.
 
Our services include:
 
For Individuals

  • Investments
    Local shares and unit trusts

  • Offshore shares and unit trusts

Risk

Financial planning relating to cost-effective death, disability, income continuation, impairment and severe illness cover

Retirement

  • Retirement and Estate Planning

  • Trust Services

Health care

Short-Term Insurance
 
For your business...
 
Employee Benefits

  • Pension, provident and preservation funds

  • Group risk insurance

  • Life cycle investing

  • Employee consultations to ensure an understanding of employee benefits and assistance with wealth

  • creation, wealth preservation and retirement planning

Business Assurance

  • Keyman assurance

  • Buy and sell assurance

  • Preferred compensation

  • Personal and future liability

  • Health care

We provide the comfort and knowledge that we have a wide array of expertise in all areas of personal and business finance.
 
Our approach
 
Moore Wealth Management researches, analyses and monitors your risk and investment needs to assist in creating and preserving your wealth. 

A simple, individualised and collaborative process set out below is our straightforward five-stage process, centred on optimising your portfolio to fit your individual requirements and objectives.

Understanding your needs

Through discussion, we gain a clear understanding of your circumstances and plans, supported by a specialist questionnaire to establish your risk appetite.

Establishment of clear objectives

We will establish long-term objectives, liquidity needs and a time horizon with you.

Sound Planning

We work with you to reach your goals within the appropriate time frame.

Setting of investment strategy

We create an investment portfolio that is suited to your needs.

Monitoring and review

We monitor your portfolio on an ongoing basis, with the ability to adapt as your needs change