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    Wealth Management: The Fundamental

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    LA BD&Marketing
    Wealth management involves reviewing assets and decisions to achieve financial objectives. A wealth manager offers advice on investments, planning, retirement, taxes and estates. Benefits include lower stress, financial plans, and broad investment strategies.

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    Wealth Management: The Fundamental

    Uploaded by

    LA BD&Marketing
    29 views6 pages
    Wealth management involves reviewing assets and decisions to achieve financial objectives. A wealth manager offers advice on investments, planning, retirement, taxes and estates. Benefits include lower stress, financial plans, and broad investment strategies.

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    © © All Rights Reserved

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    Wealth management involves reviewing assets and decisions to achieve financial objectives. A wealth manager offers advice on investments, planning, retirement, taxes and estates. Benefits include lower stress, financial plans, and broad investment strategies.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    29 views6 pages

    Wealth Management: The Fundamental

    Uploaded by

    LA BD&Marketing
    Wealth management involves reviewing assets and decisions to achieve financial objectives. A wealth manager offers advice on investments, planning, retirement, taxes and estates. Benefits include lower stress, financial plans, and broad investment strategies.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    Wealth Management:

    The Fundamentals
    What Is Wealth
    Management?

    Wealth Management is the act of


    reviewing and making decisions in
    terms of assets, or wealth with the end
    goal of achieving the objectives that
    were set.

    What Does A
    Wealth Manager
    Do?
    Wealth Managers offers financial advice and
    services in assisting wealth management. The
    services offered usually cover areas of
    investment, financial planning, retirement, tax
    and estate planning.
    Why is Wealth
    Management
    Important?
    Wealth management can give support
    in terms of financial decisions,
    retirement plans, and growing or
    protecting assets. With wealth
    management, costly mistakes can be
    prevented as well as maximizing
    investment returns.
    What are the benefits
    of doing Wealth
    Management?

    Here are some of the benefits that can be


    obtained:

    1. Lower financial stress


    2. Establishes a Systematic Financial Plan
    3. Offers a Broad Investment Strategy
    We Will Gladly Assist You
    BENZ YAPUTRA
    Financial & Strategy Advisor
    With a repertoire of six global certifications: CPA of
    Indonesia, ASEAN CPA, CFP®, FMVA®, CBCA™, and CFA
    Investment Foundation®, Benz leads a dynamic management
    consulting firm with a primary focus on empowering growth-
    oriented, turnaround, and distressed enterprises.

    FELITA ATMADJA
    Management Consultant
    Felita holds a role as a product and operation advisor at Little
    Advisors Co., and her role involves leveraging her innovative
    ideas, proactive initiatives, and strategic activities to drive
    positive change and growth for our clients.

    MICHELLA WIJAYA
    Business Sustainability Advisor
    Michella Wijaya is an esteemed multilingual advisor with
    diverse background in environmental technology, business
    sustainability, consulting, and technology startups which
    brings a unique blend in environmental technology and
    sustainability in business.
    Taking the right measures in
    wealth management won’t
    be complicated with the
    right advice.

    Discover all about wealth


    management with us
    Yoelia Maretta Pratiwi
    Business Development Specialist
    [email protected]
    +62-877-7000-1797

    littleadvisors littleadvisors.id Little Advisors Co.

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