Coast的动态

On May 23, we held an engaging webinar and Q&A on CHIP, HELOC, and Downsizing: Diving in with Use Cases and Product Details. Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank, moderated our discussion with guests Andrew Hamer, Partner, Deloitte Canada and Jeff Thorsteinson, VP Wealth Management, HomeEquity Bank. In the webinar, we: ?? Addressed the retirement financial shortfall in Canada ?? Discussed financial considerations for maintaining desired lifestyles in retirement, drawing from recent insights shared in a Deloitte study ?? Presented and analyzed a technical and real-life scenario comparing CHIP, HELOCs, and downsizing ?? Explored the nuances of each option and how they intersect with various financial objectives and situations If you missed the webinar, are interested in these topics, or would like to access the recording, please reach out to your Business Development Manager (BDM) or Associate (BDA). Don’t know who your BDM/BDA is? Use our BDM Finder Tool?to find out: https://bit.ly/4bAfgMH #HomeEquityBank #CHIPReverseMortgage #HELOC

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In the world of finance, wealth is typically quantified by tangible metrics: bank balances, investment portfolios, real estate holdings, and other assets. However, this traditional view may overlook a crucial aspect of true prosperity—the relationship between one's resources and desires. In this blog, our Founder & CEO, Amit Shah discusses the equation?Wealth = What You Have – What You Want?which offers a fresh perspective that can profoundly impact how clients perceive their financial well-being. Read it here : https://lnkd.in/g-KPfg3H #wylth #fintech #wealthtech

"Wealth Managers are instrumental in helping articulate financial goals, setting realistic targets, and crafting a tailored financial plan that aligns with both your personal aspirations and financial circumstances" - Rohit Sarin for LiveMint on 'How a Wealth Manager can help you reach financial freedom' Read more from the link-?https://lnkd.in/gkevTVeU Jash Kriplani, CFP?, Rohit Sarin #financialfreedome #wealthmanagement #wealthbuilding #financialindependence #investingjourney #HNIs #UHNIs #ClientAssociates #privatewealthmanagement #multifamilyoffice #financialadvisor

3 Things My Gap Hub Can Do to Help You Become Financially Free! Achieving financial freedom is a goal many aspire to, but few know how to reach. My Gap Hub offers a range of tools and features designed to simplify the journey towards financial independence. Here are three ways My Gap Hub can help you become financially free: 1. Comprehensive Financial Health Assessment: Before you can achieve financial freedom, it's crucial to understand your current financial situation. My Gap Hub provides a comprehensive financial health assessment that gives you a clear view of your income, expenses, savings, and liabilities. This holistic overview helps you identify areas where you can cut costs, increase savings, and make informed financial decisions. By understanding your financial health, you can set realistic goals and create a solid foundation for your financial future. 2. Customized Goal Setting and Tracking Setting clear, actionable financial goals is essential for achieving financial freedom. My Gap Hub's goal-setting features allow you to define your financial objectives, whether it's saving for a down payment on a house, building an emergency fund, or planning for retirement. The platform enables you to track your progress in real-time, keeping you motivated and on course. With My Gap Hub, you can break down your long-term goals into manageable short-term milestones, ensuring steady progress towards your financial aspirations. 3. Access to Personalized Investment Opportunities Investing is a key component of building wealth and achieving financial freedom. My Gap Hub offers access to a range of personalized investment opportunities tailored to your financial goals and risk tolerance. The platform provides real-time market insights, performance tracking, and expert advice to help you make informed investment decisions. By diversifying your portfolio and leveraging My Gap Hub's investment tools, you can grow your wealth and move closer to financial independence. Get Started with My Gap Hub Today! Getting started with My Gap Hub is easy and free if you're ready to take control of your future finances. Visit www.mygaphub.com to sign up and begin your journey towards financial freedom with My Gap Hub today! #PrismcheckUk #financialfreedom #MyGapHub #roadtofinancialfreedom

*Webinar Alert ??* Join us for an insightful webinar hosted by Right Horizons, where we’ll guide you through the essential steps to select the perfect Portfolio Management Service (PMS) tailored to your financial milestones. Whether you’re planning for retirement, buying a home, or achieving other significant financial goals, understanding how to align your PMS with your objectives is crucial. In this session, our financial experts will share their expertise on the key considerations for choosing a PMS that meets your unique needs. *Register now* *Registration Link :* https://lnkd.in/gt5TChEn *Key Points* * Understanding PMS Basics * Identifying Your Financial Milestones * Assessing Risk Tolerance * Evaluating PMS Providers * Performance Metrics * Tax Implications * Q&A Session

This was another informative session from HomeEquity Bank on the merits of #CHIP #HELOC & #Downsizing. If you are in my network & your clients have asked your advice on this subject please do not hesitate to reach out to me directly. #Reversemorgages #RetirementSolutions #RetirementPlanning #HEB #FinancialAdvice #FinancialPlanning ????

I see there are more questions about retirement advice from the FCA, with a formal letter recently delivered to financial advice companies in the UK. The concerns centre on income withdrawals, risk profiling, suitability of #investments and the lack of periodic reviews. As a #wealthmanager, it’s probably time to revisit WealthTech, which offers automated asset allocation, risk profiling, and detailed cash flow analysis, among other services. Is #WealthTech the answer for those looking to get ahead of the regulatory curve?

Financial success starts with a plan. With Merrill's powerful digital planning tool, Personal Wealth Analysis? (PWA), we can create personalized strategies to help you reach your financial goals. Whether you're planning for retirement, investing, or navigating complex wealth needs, this tool provides comprehensive insights tailored to your unique situation. Let's work together to craft a roadmap for your financial future. #FinancialPlanning #WealthManagement #Merrill Disclosure: Investing involves risk. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

If there’s one thing we know for certain in life, it’s that change is inevitable. And while we recognize that we will walk through different phases and reach multiple milestones, we often don’t realize the financial impact they can have on our lives. Many aspects of life are outside our control, but one thing you can control is how prepared you are for life’s biggest moments. That's where we come in. To read more and see how we can help you today, check out our blog post from out website here: https://lnkd.in/gVAeaYdx #financialplanning #wealthmanagement #financialadvisor