Baker Tilly Mooney Moore offers a range of ways for individuals to plan and manage their wealth generation. The aims being to look for opportunities to generate additional wealth, plan to optimise its availability and importantly plan to mitigate and manage risks.
The most popular of these wealth generating approaches is a facilitated annual Wealth Tracker session whereby individuals, and if relevant their spouses or life partners, meet with us to enjoy a 1 to 2 hour interactive strategic wealth planning process that focuses upon your current wealth, its nature and how it is spread and then plans for positive change over a 5 year period. At the end of every Wealth Tracker session you will have clear focus upon your estate and also receive a full copy of all that was covered.
We also offer individual risk and reward planning session in which we review your individual key success opportunities and how to minimise and manage risks potentially affecting your estate.