There are two ways to access Island Wealth Experience:

Fee For Service Wealth Management

You can access Island Wealth Experience on a fee-for-service basis. This option includes all the planning aspects for your goals and your wealth, financial projections, The Scroll, tax optimization, coordination and simplification strategies etc.

It excludes our investment management services.   Although we don’t manage investments under this option, we do provide third-party advice on various aspects of your portfolio.

Wealth Management and Investment Management

This option gives you access to the full Island Wealth Experience services as well as full investment strategy, investment management and portfolio execution services for true coordinated wealth management.

This can potentially have the advantage that the cost of wealth management and investment management may tax deductible.


 Contact us to find out which option works best for you