Certa Wealth Management is a leading financial service practice offering strategic planning and asset allocation advice to top City professionals, business owners and wealthy individuals.
We provide access to a variety of rate plans and options through top insurance providers. Our integrated suite of health insurance services gives the consumer the ability to get the best health insurance services.
We are committed to protecting you, your family and your valuable assets. We treat your personal insurance the same way we do business insurance. We offer you competitive pricing, multiple options and objective advice.
Business/Commercial insurance is coverage for your business and to help protect you if you and your business in the event of a loss or were found at fault or liable for a loss while a customer is on your property or using your product.
Our life and pensions customers benefit from sustained cost reduction, dependable service delivery, risk transfer and capital efficiency. Our scale and experience means we can offer you solutions that tackle your individual needs
The all purpose traveler deserves an all purpose travel companion. With our travel insurance package, you can focus on the things that really matter whether business or pleasure. A travel cover lets you travel with peace of mind knowing you are secure.
We offer a comprehensive and team-based approach to managing wealth. Our advice-driven process, combined with the strength of our people, positions us as a unique resource in today's competitive marketplace.
Our team is highly experienced and well resourced to offer you a very personalised and responsive service.
Our advice-driven process, combined with the strength of our people, positions us as a unique resource in today's competitive marketplace.
Our business consulting services focus on our clients most critical issues and opportunities and captures values across industries to enable them succeed.
We work with companies in every industry to develop strategies that deliver results. At Certa Wealth Management, we see strategy as much more than a plan.
We can help you reinvent your market and gain significant competitive advantage. We do that by making sure you give customers exactly what they want.
Our goal is to help our clients drive their businesses to full economic potential. We help you make saving decisions on where to play and how to win.
Secure the future of your business involves combining in-depth customer insights with practical expertise in operations and economics to help your clients.
We create business strategies that enable companies to define new business and target operating models to maximize value.
Financial planning is about ensuring that your arrangements are suited to your lifestyle, long-term plans and your attitude to risk.
Helping people make the most of technology to achieve results is the key to the digital future we integrate technologists into everything we do.
As an Independent Financial Services Brokerage we offer independent advice on financial matters to our clients and recommend suitable financial products from the whole of the market. We work independently for our clients rather than representing an insurance company, investment house, bank or other financial product provider.
A synergistic relationship with an independent, Certified Financial Planner Practitioner can be beneficial to many aspects of your life. Gaining valuable assistance with your finances frees up your time and attention to be more effective with your career, family, health, friends, personal development, spirituality, and everything else that's important to you.
The answer depends on the quality of the advisor and your ability to make the most of a client-advisor relationship. For you, this includes helping the advisor help you by clearly describing your vision for an ideal future, effectively delegating to the advisor, and accepting his personal support and encouragement to live the life you envisioned.
Yes, we have a proven process for us to get to know each other before we consider doing business. The process involves at least two meetings were we help prospective clients complete their Financial Road Map and Quality of Life Survey.
While the scope of work we do for our clients varies, we have a holistic type of personal financial advising service that seeks to optimize most aspects of our client's financial picture based on their current situation, strengths, values, passion, and vision for an ideal future.
Naturally, a good match in personality plays a role. You should also ask yourself, ``Is the advisor competent, and can see myself developing a synergistic, win-win relationship with him or her?`` Quality advisers will have a multi-meeting introduction process that reliably helps both sides understand each other and whether there's a good client-adviser fit.
Thank you for your interest in Certa Wealth Management. Please contact us using the information. For additional information on our management consulting services or our industry expertise, please visit the appropriate page on our site. To get the latest updates from Certa Wealth Management, subscribe to a newsletter or explore our social media channels to read about Certa Wealth Management's latest insights.