Wealth Management

What we do?

We believe in a comprehensive, common sense approach to wealth management. We feel that disciplined investing coupled with the appropriate risk measures are the cornerstones to a strong, well diversified portfolio. By focusing on tax efficiency and capital preservation we assist clients in building their wealth consistently over time.

We understand that people today are busy and in many cases don't have the expertise to manage their money effectively over the long term and for this reason we're happy to provide these individuals with the information and resources necessary to help them make their investment decisions.

You can contact Shaen Wealth Management Ltd. to schedule an individual consultation and a no obligation second opinion, by simply clicking here.

Financial Security Planning Process

To build financial security plans, we use a proven process based on the four cornerstones of financial security - financial security at death, at retirement, liquidity and disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

This goal-based financial security planning approach is designed to help you:

  • Better understand what financial security means to you by reviewing your current needs and defining goals
  • Identify and discuss any roadblocks to achieving your goals
  • Analyse your situation, identify any gaps and build a plan to help you achieve your short- and long-term goals
  • Review and monitor your plan to help ensure it continues to meet your changing needs