OUR APPROACH

We believe that from the outset of our relationship, our clients are fully informed of the approach that MTS Wealth takes to Wealth Management. This is focused on three key areas:

  • Strategic Wealth Plan – Our process for discussing our client’s objectives, analysis their financial situation, making recommendations and implementing the plan.
  • Our Fee’s – Its important that at the outset we discuss what our fee is likely to be and how this will be paid in the most suitable manner for the client.
  • Investment Management Approach – Our approach to managing and investing money for our clients.

this information will allow prospective clients to understand the value they will get from our relationship, the fee’s they will pay and that we will manage their money with absolute diligence to ensure they reach their goals.