At Rhodes Wealth Management, we believe true wealth management goes beyond the numbers — it’s about understanding your goals, protecting your lifestyle, and creating a financial plan that adapts as your life evolves. That’s why we’ve developed a structured, proven, and highly personalised journey that ensures every client receives clarity, confidence, and long-term peace of mind.

Unlike many firms that provide one-off advice, our Wealth Management Programme is a continuous partnership and commitment — guiding you through life’s financial decisions step by step.

Your Journey with Rhodes Wealth Management

1. Initial Contact
It begins with a simple conversation. We’ll listen, introduce our approach, and see if our service is the right fit for your needs.

2. Suitability Meeting
Here, we talk openly about your priorities, explain how we work, and outline our fees and value clearly. Most importantly, we aim to find common ground — ensuring that your goals, values, and expectations align with our way of working, so you can move forward with confidence.

3. Discovery Meeting
This is where we get to know you — your ambitions, challenges, and values. We gather the details needed to build a plan that’s truly personal.

4. Research, Development & Investigation
Our team will gather data on your current financial arrangements, identifying strengths, gaps, and opportunities to help you achieve your goals.

5. Presentation Meeting
We present a clear, tailored financial plan, complete with actionable recommendations and strategies.

6. Post-Implementation Meeting
Once you’re happy, we’ll put your plan into action. We’ll handle the details so you can focus on living your life.

7. Ongoing Client Service
Your journey is only just beginning. We provide regular progress reviews — typically annually or every six months — to make sure your financial strategy evolves alongside your life.

Why Choose Rhodes?

• Personalised at every stage – No two journeys are the same. We build your plan around you, not a template.
• Clarity & confidence – We believe in transparency. You’ll always know what you’re paying for and why.
• A lifelong partnership – Our role isn’t a one-time service. We’re here to guide, support, and adapt your plan for the long term.
• Proactive approach – Life changes — and so should your financial plan. We keep you on track with regular reviews and adjustments.