If you’re an “early adopter” and would like to road test our Sovereignty On-Line wealth projection tool, we’d love to work with you on this project.
This tool is an on line calculator in the final development phase. The final touches will be shaped according to client feedback. It’s designed to help you build a unique perspective of your wealth and consider a multiple options around family, work, retirement, lifestyle and legacy. At its heart it’s about having the confidence to do what’s important to you and not worry about running out of money.
If you’re an existing client who’d like to work with us to “road-test” Sovereignty On-Line and give us your feedback, we’d love to hear from you. In the first instance, please contact your adviser at Sovereign.