Financial Planning

Working with Alpha Global Wealth means you will have access to your own dedicated Wealth Manager who will develop a tailored financial plan that responds to your individual challenges and goals.

Your financial plan will help you to:

• Generate an income that supports your lifestyle, family and professional needs
• Plan for your income in retirement
• Transfer your wealth to future generations
• Finance your personal or philanthropic ambitions

In-depth analysis looking at every aspect of your wealth

At Alpha Global Wealth we take a holistic approach to analysing your wealth situation, looking at the professional and private components of your wealth. Your Wealth Manager will work with your private banker to construct an investment portfolio to meet your current and future goals. We will help you to track your wealth over time and respond to any changes in your personal circumstances.