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Wealth ManagementWealth Management
Is Wealth management services at Holistic Investment Planners right for you?

Answer the following 7 questions and discover for yourself.
Wealth management

Wealth management
Is your investment portfolio in consistent with your chosen risk exposure?

Wealth management
Is your portfolio diversified as broadly as possible both within and across asset classes?

Wealth management
Are your investment portfolio tax aware, with a focus on post-tax returns rather than pre-tax returns?

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Do you know the key determinant of the variation in investment portfolio returns?

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Is active portfolio management delivering the expected returns?

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Do you believe it is impossible to time the market ?

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Do you think your portfolio decision should not be based on stock brokers/ analysts reports, industry/sector analysis, the financial media, share market newsletters, economic forecasters?

If you answered No to any of these questions, these are precisely the issues
we focus on our wealth management process.
Trying to deal with various wealth management issues can be difficult while juggling the responsibilities of work, a family life, and other concerns. That is why you are seeking the assistance of a professional wealth manager. Our wealth management process will guide you what it takes to survive and thrive in any markets, and put you in a better position to take wealth management decisions.
At Holistic Investment Planners, We guide the people to find the right path and help them to take right decision in the investment financial planning, wealth management and money management in an effective manner.

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