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High Net Worth
Are you a high net worth individual?
You have a diverse asset portfolio that can be demanding to look after. You’re having to:
- 〉 Make sure you stay compliant and follow regulations
- 〉 Manage and track your investments and income
- 〉 Plan to administer and minimise your tax liability
You understand the importance of investing in good professional advice.
But you’re just not getting it from your current advisors.
Perhaps it seems that you’ve outgrown your current accountant or they’re just too big to care.
Sound like you? Then read on
We know that managing asset portfolio is complex and regulation is constantly changing. It’s important that you have an accountant who can advise and support you, who can be there when you need them and be proactive in managing your affairs.
That’s why we’ve developed a modern firm able to support you in today’s complex environment. As a client of MWM Advisory you’ll get:
A team of experts assigned to your file
You get access to a team of highly experienced, qualified and dynamic professionals to support you. Instead of just being reliant on one person you get a team of experts assigned to your file. They know your situation and can support you with want you need, enabling you to get things done quickly and effectively. This includes: