Return on LifeTM

Helping you to manage your money in a way that allows you to live the most harmonious life possible.

What is your Return on Life?

We firmly believe that our industry needs to be fixed. Other boutique advisors (and their high net worth clients) fixate on ‘having enough to retire on’. But we’re more interested in helping you to manage your money in a way that allows you to live the most harmonious life possible.

While most of our industry focuses on Return on Investment, we use a much more effective approach called Return on LifeTM with our clients. With ROLTM, the wealth you’ve worked so hard to accumulate is there to serve you…Not the other way around. ROLTM puts quality before quantity by managing your assets in a way that improves your life and fosters peace of mind and confidence.

A plan designed with ROLTM as its foundation will answer three big questions:

1. Am I managing my money in a way that is improving my life?

(You’d be amazed how many people are not!) We use our ROLTM Index to answer this question, assessing your progress across ten aspects of your life. We use the Index to identify areas where you could be doing better and we also celebrate the areas where you are hitting the mark. Get the ball rolling and take the assessment now.

2. How did I arrive at my perspectives on money?

You’ll answer this question during what we call the Fiscalosophy Conversation, a wide-ranging discussion of eight key aspects of money. In the same way that a doctor needs to know your medical history to diagnose what’s wrong, it is difficult for us to develop a comprehensive plan without knowing your Fiscalosophy. How you think about money is just as important as how you manage it.

3. Am I financially prepared for life’s big transitions?

Instead of worrying about reaching ‘the big number’ necessary for retirement, we focus on the significant life transitions you see in your future. Transitions like caring for an elderly parent or downsizing your home will either add to or subtract from your wealth. Depending on how well you’ve planned for them, they will also add confidence or stress. Your customized Financial Lifeline will specify exactly when to address these important transitions, helping us to create a wealth plan that builds wealth and protects it against future dangers.

If our approach resonates with your values, we urge you to take our online ROLTM Index assessment right now . Only after we’ve considered your Return on LifeTM will we begin to crunch numbers and run scenarios to make your wealth work for you, and not the other way around.

Return on LifeTM Articles

Contact us

We’d love to hear from you!   

 

5th Floor, North Wing, Hyde Park Shopping Centre, Hyde Park Corner, Hyde Park, Johannesburg, 2196

Phone: 011 033 3410

Adam Bacher [email protected]
Leigh-Ann Ritson [email protected]

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