Wealth Management : Individuals

Our Approach to Personal Financial Planning

At Vivro Wealth Advisors we look at each client’s financial situation separately and recommend wealth management solutions suited to their requirements, current stage in life, saving aspirations and need based financial commitments. Our structured approach enables our clients to identify potential obstacles that could otherwise hinder their financial goals and aspirations from being achieved. Our aim is to bring your vision to reality.

Discovery

We begin with an in-depth understanding of your individual or business financial circumstances. We consider your family situation, medium and long term objectives and how to balance these with your risk tolerance.

Strategy

Once we understand your needs and goals, we can then design your customized and detailed Financial Plan following which we have a discussion with you to structure the Financial Plan as per your risks, goals and aspirations.

Implementation

This is the process in which we bring your plan to life by effecting appropriate solutions and recommending suitable investment avenues.

Review and management

Your Financial Plan is only the first step. Your financial needs, circumstances and indeed objectives will change and grow over time. We know this and therefore the plan that we create for you today will need to be reviewed and realigned to suit the varying phases of your life cycle.

We will support you through the financial changes of your life and with regular reviews (by agreement); we will then suggest and implement any necessary, agreed revisions.