The initial phase

A Citadel Wealth Planner will meet with you to assess your current financial affairs and gain a better understanding of your investment goals and family dynamics. The Planner will then provide you with a personalised written proposal containing your tailored financial roadmap.

The proposal will detail our recommendations and any advice for restructuring. Only once you are happy with the solution that we propose, will you be asked to sign a mandate approved by the Financial Services Board.

The ongoing phase

The Wealth Manager's professional responsibility is to safeguard your affairs and manage your portfolio within the bounds of Citadel's houseview, including tax compliance, estate planning and investment administration. Your financial roadmap will be revised annually to ensure that your investments remain aligned with your plans.