Weath Management

ECS Financial Services adopts a five stage process in constructing and managing client’s investments. These stages are:

1. Assessing the client’s risk profile
2. Producing an appropriate asset allocation model  
3. Recommending the type of investment and  provider/s
4. Fund research
5. Active Management

We have access to several excellent portfolio management systems enabling us to create and review client’s investment portfolios and we have created our own investment process following thorough research and use of all the systems available to us.

Successful wealth management involves both its creation and preservation. The correct use of different products, and of trusts can significantly mitigate tax.