Top 5 Mistakes HNWI Make With Their Finances
Thomas Rogerson, Wealth Management Director at Pyrmont Wealth, has helped high-net-worth individuals (HNWI) make the most of their life and finances for over the past decade. A dual-licensed (UK and HK) expert financial planner who works with busy, successful, individuals... Read More →
5 Millennial Money Tips
There are a lot of conflicting reports in the media about millennials and their money, more specifically on their ability to build wealth compared to the generations before them. A 2020 study by Bank of America found that 75% of millennials... Read More →
The 10 Step Financial Spring Cleaning Review
Give Your Finances a Spring Clean in the Current Environment Most of us couldn’t have envisaged what would happen over the last few years but the time we have had, has given us the opportunity to do the things we... Read More →
EOY Planning: Review Your Financial Needs and Goals
Taking the time to think about what you really want from your investments. As 2021 comes to a close, it’s natural to think about where you’ve been and where you’d like to go. During this time, you might also be... Read More →
What is Life-Centred Wealth Management?
Life-Centred Wealth Management is all about achieving the way you want to live your life, for the rest of your life. It involves a personal and proactive approach to managing your wealth that revolves entirely around you. It starts with... Read More →
5 Ways To Stay On Track With Your Investment Strategy
We often say to clients that the best investment strategy is one that you can personally stick to long term. For some, the benefits of investing may seem small to begin with but as each year passes the gains get... Read More →
4 Reasons Why You Need A Financial Planner And More Importantly An Actual Plan
1. A plan helps you visualise the future you want Going about life without a plan of where you are heading or what you want your future to look like could mean you end up in entirely the wrong place.... Read More →
Why financial planning should be about making your life plan a reality
Financial planning should be about making your life plan a reality. At Pyrmont Wealth Management our job as Life-Centred Financial Planners is to begin our process with understanding your life plan. We start by asking you about your family, your work, your home, your goals, and the things that you value the most.
Our job ultmately is to build a financial plan that will help you make your life plan a reality.
