Your SlideShare is downloading. ×
  • Like
Wealth Management Framework Explained
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Now you can save presentations on your phone or tablet

Available for both IPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Wealth Management Framework Explained

  • 555 views
Published

Understand the wealth management framework from Wealthucate.

Understand the wealth management framework from Wealthucate.

Published in Economy & Finance
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
No Downloads

Views

Total Views
555
On SlideShare
0
From Embeds
0
Number of Embeds
1

Actions

Shares
Downloads
15
Comments
0
Likes
2

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. WEALTHUCATE FRAMEWORK EXPLAINED By advisers. For advisers.
  • 2. Marital Status? Personal Details Your Health? Children? Employed? Income? What else? Your Goals? PERSONAL
  • 3. Retire? Savings Value? Savings Contribution? Expectancy? Retirement Spending? Retirement Income? What else? Scroll Down RETIREMENT
  • 4. Real-Estate? Investment Assets? Liquid Assets? Personal Assets? Liabilities? WORTH
  • 5. Documents Filed? Divorce? Gifts? Estate Expenses? What else? ESTATE
  • 6. Income Replacement? Insurance? Umbrella? What else? INSURANCE
  • 7. Pre-Retirement Returns? Inflation Risk Profile? Post-Retirement Return? Adjust for Inflation? Time Horizon? What else? INVESTING
  • 8. Current Plan? Company Info Employees? Entity Type? Year-end? What else? BUSINESS
  • 9. Thanks for using Wealthucate.