Our Wealth Management Programme
At Rhodes Wealth Management, we believe true wealth management goes beyond the numbers — it is about understanding your goals, protecting your lifestyle, and creating a financial plan that adapts as your life evolves. That is why we’ve developed a structured, proven, and highly personalised journey that ensures every client receives clarity, confidence, and long-term peace of mind.
Our Wealth Management Programme is a continuous partnership — 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 will listen, introduce our approach, and determine if our service is the right fit for your needs. We will also consider who is the best fit for you from our team of advisers.
2. Suitability Meeting
Here, your adviser will discuss your priorities, outline how we work, and provide complete transparency on costs and value. This ensures you feel confident before moving forward.
3. Discovery Meeting
This is where we get to know you in detail — your ambitions, challenges, and values. We begin gathering the information needed to build a plan that is truly personal.
4. Research & Investigation
Our highly skilled administration team will gather data on your current financial arrangements. They take away any stress by liaising directly with other financial institutions on your behalf, obtaining information to conduct an audit.
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 doesn’t end once your plan is in place. 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 to expect from us.
- 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.
A Wealth Management Programme Designed Around You
At Rhodes Wealth Management, our focus is not just on your money, but on your future. By combining a structured process with a highly personal approach, we deliver the clarity and reassurance you need to help achieve your financial goals — today, tomorrow, and for years to come.
