Wealth Management / Advisory

What is Wealth Management?

Simply put, wealth management is a process of managing money and investments to meet specific goals. This includes creating and implementing a plan to grow, preserve, and distribute wealth. The main goal of wealth management is to help you achieve financial security and grow and protect your wealth.

At Cadre Capital Partners, our wealth management services also provide ongoing management of investments and day-to-day financial planning. This includes, but isn’t limited to, financial investments, tax planning, estate planning and broader financial planning needs.

We have a team of licensed financial professionals who are experts in delivering the full suite of wealth management services. Their depth of knowledge, and industry leading investment results has led to a number of third party financial planners seeking their investment services.

Cadre Capital Partners are firmly focused on helping you build and preserve your wealth over the long term by creating a customised financial plan that is tailored to your specific needs and goals.

By way of summary:

Investment management: A wealth manager will work with you to develop a portfolio of investments that align with your risk tolerance, investment goals and time horizon.
Tax planning: We are specialists in the provision of advice related to minimising our client’s tax liability. This is done by making strategic investments and utilising tax advantaged accounts.
Estate planning: This involves creating a plan for the distribution of assets upon death, including creating a will, trusts, and other legal documents.
Retirement planning: We frequently help clients to create a plan for saving and investing for retirement. This includes determining how much money is needed for retirement and identifying the best investment strategies to reach those goals.
Insurance: A typical element of advice from Cadre Capital Partners is to help clients identify and mitigate potential risks to wealth, such as by purchasing insurance policies or creating a plan for dealing with potential financial crises.
Philanthropy and Impact Investing: With increased interest in giving and impact investing, some of our clients include it as a service.
Real Estate and Alternative Investments: We can offer advice on where and how to invest in real estate, as well as other alternative investments like venture capital, private equity, and hedge funds.

Is Wealth Management Essential?

The choice to use a wealth manager depends on your current financial situation and future objectives, as well as your own financial knowledge. If you’re confident in your ability to select the right products and strategies, you may not need the help of a wealth manager; however, we’re always here if you find yourself a little stuck.

Other advisors you engage with on a regular basis, such as your accountant or attorney, may also be able to assist you with insight into whether a wealth manager can help with your financial needs.

What Does It Cost?

Our Wealth Management team are specialised financial professionals. Upfront work is typically

charged based on an hourly rate, and you will be provided with a fixed fee quote for all works prior to commencement.

Cadre Capital Partners have two alternative ongoing wealth management models, which are both structured to align with the firm’s interests and are aligned with our clients.