At Rutherford, we believe in building a relationship that goes beyond traditional financial planning and results in a more valuable financial life-planning experience. We partner with our clients over the long-term, guiding them through the various stages of wealth accumulation and protection, in the realisation of their life-long financial ambitions, through sound, independent advice, personalised investment strategies and exceptional service.
A life-long approach to financial management within the context of a long-standing relationship with your experienced financial advisor is most likely to provide appropriate, integrated medical, risk protection and investment plans and to yield the successful wealth management and financial peace of mind that everyone desires. With an appropriate customised plan, meticulous implementation and discipline, sustained incremental growth can become your financial reality.
Our goal is to help our clients achieve success in all aspects of their finances. The planning phase involves analysing your financial goals and constraints, time frames and tolerance for risk and drawing up a realistic financial plan, which is then combined with a recommended investment programme. Medium term savings requirements may take the form of a deposit on a house, a new baby, school, and university fees whereas retirement, wealth optimisation and estate planning are the mainstay of life-long plans.
Implementation focusses on the selection of appropriate products to create an overall financial portfolio that meets specific needs over time while not losing sight of important longer term objectives. In addition, a financial advisor should provide guidance in times of financial market downturns and expertise when tailoring a plan for your changing needs and circumstances. The wisdom and reason that an experienced financial advisor contributes to a relationship can prove invaluable in stressful situations when, left alone, investors tend to make emotional choices that impair their long-term returns and jeopardise their ability to realise a well thought out investment strategy.
Rutherford Wealth is a registered independent Financial Services Provider offering a full range of financial and investment services to individuals, families and businesses.
We partner with our clients over the long-term, guiding them through the various stages of wealth accumulation and protection, in the realisation of their life-long financial ambitions, through sound, independent advice, personalised investment strategies and exceptional service.
Independent Financial Services
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