Wealth Monitoring
As part of your annual report, we can include financial analysis such as your consolidated financial position, return on investments for the year with past years' comparatives, asset allocation along with a multitude of other appropriate analysis. We encourage clients with substantial assets to select this as part of their annual service package as we have found this to be of great value to clients.
As an option, we can also include periodic reporting of the financial analysis on a quarterly basis or half yearly basis.