

The Three Pillars of Successful Financial Planning
PLAN • INVEST • REVIEW
Explore the next two pillars in DATA Wealth Management’s three step process

Setting out a financial plan, implementing this plan, and being accountable to the plan, will significantly increase your chances of reaching your long term goals.
The Three Pillars begin with Planning

Tax Planning
We identify the most efficient tax wrappers for your goals, Planning for a high level of tax efficiency allows your underlying investments to work harder for you.

Insurance
We can arrange insurance to cover the unexpected and protect the things that matter most to you. Careful planning helps you consider what to protect and how best to achieve this.

Mortgages
We can plan an approach to mortgages for you, either using our own expertise, or referring you to trusted parties for more complicated mortgage requirements. We always ensure you receive the best service in every aspect of your financial requirements.


Plan, Invest, and Review your wealth today…

Information on Risk
Past performance is not a guide to future returns. Investments may go down as well as up and you may get back less than you invested. All investment carries risk and it is important that you, the client, are comfortable with risk before investing. DATA Wealth Management will perform a full risk review with you prior to investing.