Wealth Managment and Lifestyle Specialists
Kubera Wealth offer much more than purely a wealth management service, and we don't just conform to the fact that money alone determines one's success. Our clients tell us they value us because, as like-minded people, we help them grow both financially as well as holistically, and as mentors and lifestyle coaches build trusted friendships. Of course, finding the right mentor can be a challenge, and it's important to make sure you have someone best equipped to help whether you are just starting, seeing the first glimpses of success or are well established.
Staying focused but also remaining open to opportunities is key, which is why we offer specialist advice around Lifestyle Planning, Entrepreneurial Coaching, International, Family Governance, Divorce and Court of Protection. At the heart of all of our advice is an attention to building lasting client relationships and sharing our strong ethics and values to enable you to delegate the management of your wealth to us.
To maintain financial wellness in your personal life and business, we devote time towards helping you achieve the right balance between building your wealth, learning and understanding how to maintain and protect its longevity and getting the balance right to prosper.
Your life and financial wellness form the core of the personalised financial plan we create for you, your family and business. Provoking positive change is a principle we've embedded in our team, and we never try to fit you into a template but translate your vision into reality. Using our WiseWealth® process, we create a bespoke financial plan that enables you to achieve and maintain your desired lifestyle.
GIFTBOOK® TO INSPIRE YOU
There are some people who choose to see the glass half empty instead of half full. Kubera Wealth sees any glass half full as an opportunity to top it up. As you begin your journey with us we provide a Gift Book® for you to capture all that is important to you – in your life and financial wellness. Together, we define your goals and objectives, then devise a plan to organise your finances in order to achieve them.
MIND MAP YOUR FUTURE
We think anything is possible if you have the mindset and the will and desire to do it and put the time in. Putting it simply, by changing nothing, nothing changes. Which is the reason every success story is a tale of constant adaptation, revision and change. That's why we use mind maps to enable you to visualise where you are today and where you want to be. We then explore possible solutions using Lifetime Cashflow analysis. This process is designed to provide you with clarity and perspective.
EXPERIENCE THE BEST
Our focus is always on delivering the very best client experience. We understand our clients are busy people, but we don't want them to be in a situation where a year from now they wished they had started today. So we are always looking for ways to make the entire process as simple as possible and, where appropriate, making recommendations that can be accessed from anywhere in the world, via the internet or using the very latest smartphone and tablet technology.
For further information, or to discuss your circumstance please contact us or call 0203 667 4958 to speak to our team.