Wealth by creativity

and design...

Resources

Below you will find some articles which will help you better understand the concept of total wealth as well as better understand the importance of proper wealth management.

Education: Key to Transforming Financial Planning into a Profession

Seven lessons for high performers from Australian cricket ball-tampering saga

Wouldn’t it be great if we all re-visit our Total Wealth in 2018?

Innovative Destruction and Banking without Banks

Is Banking on Wealth Management a Failed Strategy for Banks?

Revenue at all costs undermines financial planning

Are some advice remediation programs flawed?

Is Banking on Wealth Management a Failed Strategy for Banks?

Why banks are exiting wealth and insurance

Academic attacks use of two-week planners

Managers should focus on total wealth

Why a purpose led vision is needed for financial planning and wealth management?

Education: Key to Transforming Financial Planning into a Profession

Seven lessons for high performers from Australian cricket ball-tampering saga

Offered programs

“Strategic Financial Analysis and Business Valuation with Excel”

The objective of this one-day program and workshop is to introduce the strengths and weaknesses of financial modelling with Microsoft Excel in strategic financial analysis and business valuation. The program enables you to understand and interpret the relevant financial data effectively to make key capital budgeting and investment decisions.

“International Financial Management”

This program will introduce the international aspects of financial management and discuss the challenges of globalisation. Financial risk management strategies will be discussed with examples.

“Lifecycle Investment Strategies for Financial Advisors”

This is a revised program offered since July 2011 for Financial Advisors. Using Total Wealth Quadrant (TWQ) wealth management strategies for lifecycle stages will be discussed.