Leon Bart creates a financial blueprint that describes exactly how you imagine your future will look.
AT PRIVATE WEALTH MANAGEMENT, LEON BART PUTS YOU FIRST
Leon Bart has built his business around your needs and partner with you to create a financial plan for your future. Whether your goal is to grow your wealth, generate income or preserve capital, Leon Bart understands your needs. Leon Bart creates a financial blueprint that describes exactly how you imagine your future will look, helps you to know exactly where you are headed and when you are likely to arrive.
AWARD-WINNING FINANCIAL PLANNING
- Has completed rigorous internal training,
- Has written and passed the FSB Regulatory Board Exams;
- Is accredited to provide advice on the full range of PWM solutions.
Leon Bart’s qualifications/designations include:
- Professional qualifications, and/or
- Certified Financial Planner (CFP™).
Leon Bart will:
- Provide you with a financial action plan based on your personal circumstances and lifestyle goals.
- Ensure that the financial action plan remains relevant.
- Implement the solutions needed to reliably give effect to the advice contained in the action plan.
- Ensure that the solutions remain relevant and that these solutions deliver what is required in the plan.
- Communicate regularly with updates, ideas and relevant information, at least once a quarter.
- Nurture a continuous relationship with you through a professional practice with a range of resources.