ACHIEVING CLIENT OUTCOMES
A community of leading lifestyle financial planners dedicated to enhancing client and planning outcomes
Custom Wealth Solutions
The most important requirement for an investor is that your investment returns beat inflation. But to achieve your lifetime goals, your investments will also need to meet certain targets above inflation.
The Chrome Wealth Associates follow a lifestyle financial planning approach. This is a thorough and in-depth financial planning process where they work with you to determine and agree your personal real return targets.
They then develop an investment strategy to deliver your required specified target returns, consistently and reliably over appropriate time periods. In each case, these returns are relative to inflation within agreed time frames and risk parameters.
Knowing each of our client’s objectives keeps Chrome Wealth focused on your required outcome.
Understanding who you are and what you want and what’s going to make you happy... That's the key. Money is secondary to that. If your purpose is a number, you will never ever have enough.
Services geared to enhance client and planning outcomes
The Chrome Wealth Ecosystem is a customisable, user-friendly, end-to-end practice ecosystem, which is enabled by technology to provide everything our associates require to service clients and run a practice.
It enables our associates to focus on their core competencies – client relationships, financial planning and wealth management – and to pass on all the benefits associated with the ecosystem to their clients.