Aetas Partners Lifetime Legacy Builder™
An integrated approach to your financial wellbeing
When it comes to financial planning and wealth management, having the right guidance is crucial. This is why you need to have a reliable team of experts in place.
Knowing who to turn to is one thing yet ensuring that you receive joined up advice from experts is another matter.
This is why we’ve crafted a comprehensive and integrated approach which is focused on your overall needs and aspirations. We call it our Lifetime Legacy Builder™.
When you follow this carefully planned approach you’ll have the confidence to navigate a whole range of financial decisions and achieve your goals.
Aetas Partners Lifetime Legacy Builder™
The collaborative, integrated approach of the Lifetime Legacy Builder™ provides you with:
- expert advisers who work together to ensure you receive a comprehensive solution for your needs, including Wealth Management, Estate Planning, and Mortgage Services.
- a cohesive approach which saves time, unnecessary expense, and frustration.
- information that empowers you to explore future financial plans with confidence, assurance, and clarity.
Your plan includes four key stages which start at foundation and ultimately end up with planning the transfer of your assets to your loved ones. The Lifetime Legacy Builder™ helps you to develop:
- clarity on your goals and objectives
- knowledge of the available options
- confidence in your financial decisions and outcomes
You’ll enjoy working with our specialists who excel at tailoring bespoke wealth plans, and seamlessly integrate cash flow modelling with financial planning and investment management.
Start your planning journey with Aetas Partners
1. Let's chat
Exploring what matters most for you and your family
2. We'll listen
Putting firm foundations in place for your family
3. Expert guidance
Feel reassured and ready for whatever life may throw at you and your family
Wealth Management designed for you, by Aetas Partners
Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”
Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.
The benefits of each stage of the Lifetime Legacy Builder™
Stage 1 Foundation: You’ll feel secure as we help you put your firm foundation in place.
Stage 2 Lifetime: You’ll feel reassured you’ve planned for life’s unexpected challenges.
Stage 3 Legacy: Feel confident that your loved ones are supported when the time comes.
Stage 4 Transfer: Feel supported throughout the challenging process of inheriting wealth and passing it on to loved ones.
The Aetas Partners Club
An exclusive collection of luxury and lifestyle services which combine to provide a bespoke membership experience like no other.
Aetas Club provides you with access to unique opportunities and events that have been carefully chosen to allow you and your family to participate in iconic experiences and create memories that will last a lifetime.
