Wealth Medical

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A forensic examination of your financial information, examining where you are today and empowering you to achieve your perfect future.

Is your life more stressful than 5 years ago?

If the answer is yes, then you are not alone. A recent mental health study suggested 54% of British adults attribute money and work worries as the main causes of stress.

In order to minimise these stress levels, we designed The Wealth MedicalTM – a wealth report which provides a holistic picture of your financial well being.

Offering a forensic examination of your financial information, examining where you are today and where you want to be in the future. Your information is collated in a bespoke report, empowering you to make decisions now and for your long term security.

Your Wealth & Health

Just as you would expect to receive a full health examination and subsequent report in a private health clinic, AAG’s comprehensive Wealth Medical covers every aspect of your finances.

The Wealth Medical includes:

  • An initial consultation with a qualified Wealth Manager
  • In depth research and evaluation of your personal finances
  • A personalised bound Wealth Medical report with a clear traffic light guide
  • A digital copy of your Wealth Medical report in your own My Wealth Cloud
  • A follow up meeting with a qualified Wealth Manager to dissect your report and discuss your areas of concern

 

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A clear and organised financial report

In these uncertain times, volatile economic climate and political instability, families, investors and businesses are all looking for financial security. AAG’s unique Wealth Medical gives the client a clear and organised report to take away and act upon, ensuring peace of mind long into the future.

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