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As your assets grow, so does the
complexity of your finances and your life. Your team of dedicated
Private Client Services professionals will work with you on a
personalized basis using our four step values-based process to:
Banner Wealth Management will help you become more financially organized and gain a greater understanding of what you already have. We collate and analyze your personal information so that you can see clearly where you are today and identify the strengths and weaknesses of your situation vis à vis your goals. After detailed discussions with you, we prepare specific recommendations and an action list. We coordinate the implementation of your financial plan and agree a regular review process with you, helping you to remain on track and thereby achieve your goals. Individual requirements Each of our clients has individual needs, so the first step is to discover how money fits into your life and what you want to do with it. Understanding your existing investments and being sympathetic to your requirements means that we can make sense of what you already have and make effective use of your resources. Some of our clients have already prioritized their financial and lifestyle objectives; for example estate planning, property purchase or school fee provision. Whatever your needs, we will work with you to discover what your financial requirements are and how they fit into the entirety of your financial life. The conventional approach to 'financial planning' dictates that a financial product should be bought in order to meet each requirement, often resulting in a series of product purchases. We are pleased to be unconventional, believing that our responsibility lies with the best interests of our clients and that this can only be achieved when their lives are viewed comprehensively. A partnership of talents Working alongside you, Banner Wealth Management establishes a sound investment program, specifically tailored to suit your requirements and achieving positive cashflow. Our radical approach ensures that you have access to only the highest standards of advice and guidance, unencumbered by commission-driven vested interests, as all initial commissions are reinvested or offset against pre-agreed fees for advice. Whether you are seeking to build capital for the future, or to take maximum advantage of the assets you already have, Banner Wealth Management can offer the correct solutions to your needs. Banner Wealth Management clients are people who have set themselves long-term goals for achievement in their personal or professional lives. They expect their investments and financial strategy to match these achievements. These individuals often find that busy lives, personal commitments or lack of in-depth financial knowledge prevent them from ensuring that their investments and other financial arrangements are as successful as they are. There is a real need for financial planning which is dictated by the client's best interests. Banner Wealth Management provides this special service. Solely fee-based, with all advice given without fear or favour, we work with a relatively small number of clients helping them to achieve their long-term objectives. We call this highly professional and individual approach 'Comprehensive financial planning'. Within this comprehensive approach, we view all the requirements, all the objectives and all the opportunities for each of our clients in order to produce the long-term results that they demand. Clear, unbiased advice Banner Wealth Management clients are successful people who know the value of good advice and who want to be treated as individuals. BWM focuses only on what is important to you and, because our fees are clear and explicit, we advise you without bias. Our only interest is in helping you to achieve your objectives, and not the arrangement of financial products. In fact, it may be that the last thing you need is another financial product. You may even need fewer than you already have. Through our investment in talented, experienced staff and the very latest systems, we integrate the essential elements of investment management and tax advice into our financial planning service. If you have an existing taxation adviser, we will work with them and assimilate your existing arrangements into your financial plan. We can also set up private bespoke funds specifically for the your needs - Individualized and tailored fund of Hedge funds with or without Capital guarantees from AA rated banks. A financial partnership Comprehensive financial planning means that the individual strategy, plans and goals of each client are of primary importance. We work with you to establish these criteria and work in partnership with your existing advisers — such as your accountant, solicitor or tax adviser — to create a cohesive plan, with you as the directing force. We only work within long-term relationships, so your long-term financial health is always our only objective. Fees -- Initial consultation free.Maximum initial discounts on all financial products - most entry fees are zero. Banner is remunerated by an agreed Management fee. Please contact us for personal discussion BWM@bannerjapan.com
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