Prime Capital Wellness的动态

Every day is a chance to grow your wealth. Let's make it count! Contact us at 9004500041 to know more about us. #MutualFund #Myth #Fact #Nav #Peak #Expensive #Performance #KshemFinvest #InvestmentSolutions #FinancialFreedom #WealthManagement #InvestSmart #PersonalFinance #SecureYourFuture #FinancialWellness #SmartInvesting #GrowYourWealth #InvestmentTips #MoneyMatters #PortfolioManagement #RetirementPlanning #InvestmentStrategy #FinancialPlanning #InvestmentOpportunities #DiversifyYourPortfolio #WealthBuilding #SecureInvestments

Building a Legacy? Bowbrook Financial Planners bridges the wealth gap across generations! Family is everything. But navigating wealth transfer can feel complex. Bowbrook Financial Planning specialises in Intergenerational Wealth Management. We help families develop strategies to support loved ones, build a lasting legacy, and achieve financial security across generations. #wealthmanagement #financialplanning #businessgrowth

It's not always hard to say goodbye... Alternative view - we're happy to wave clients goodbye ?? Why? Because when a business owner decides it's time to move on, it means we've done our job well. So, what makes them to leave? ?? Their business has reached a level of growth where they need full-time support. After Fractional FD support to build a strong financial foundation and a sustainable growth plan, they grown to a size where they now require a full-time in-house FD. That's a brilliant success for our client and therefore for us. Even better...we can help them find the right fit and ensure a seamless transition. ?? We've helped maximise their business's potential and assisted them through a successful exit. From enhancing the company's valuation to crafting a tailored exit plan and advising on tax implications and the best method for exit, we help them make the right moves for their future. Even better...with us by your side you'll really understand the complex Share Purchase Agreement, and those bamboozling working capital adjustments! When our clients leave, it's a sign that their business is thriving - and that's something we celebrate ?? #FinancialStructure #FinanceDirector #VirtualCFO #portfoliofd #PortfolioFinanceDirector #SMEFinance #SmallBusinessFinance

?? Day 2 at the Canadian AdvisorTech Expo! ?? We're excited to continue our journey at the Canadian AdvisorTech Expo today! Join us for an informative session with our Co-Founder and COO, James Fraser. ?? Navigating the Future: Transformative Insights in Financial Planning with Planworth at 3:00 PM EST Discover how Planworth is leading the charge in reshaping financial planning. James will dive deep into how our solution empowers financial advisors to deliver superior client experiences and navigate the evolving landscape of wealth management. Don’t miss out on gaining valuable insights that could transform your approach and enhance your strategies! Be sure to tune in and learn how to take your financial planning to the next level! #Planworth #AdvisorTech #FinancialPlanning #WealthManagement #Fintech #Innovation #FPCanada #AllThingsPlanning

Expanding Again! At Hoxton Wealth, we’ve always been committed to delivering the highest standard of advice and service to our clients wherever they reside, at home or overseas. And I’m thrilled to share that we’ve acquired our fifth UK-based advice firm, adding ￡85m in client assets to our growing business. It’s a reflection of our mission to ensure that every client, wherever they are, has access to personalized, expert advice that helps them achieve their financial goals. Each acquisition strengthens our ability to deliver tailored wealth planning services, backed by cutting-edge technology and a team of specialists who are deeply invested in their clients’ success. With these additional resources, we can offer even more value to individuals and families working through modern financial planning - especially those with international ties. Well done to Tom Maddison and the team for making this possible and to our clients for trusting us with their financial futures. Read more about the acquisition here: https://lnkd.in/dMiCsdFE #WealthPlanning #BusinessGrowth #ClientSuccess #HoxtonWealth

# Only put off until tomorrow what you are willing to die having left undone ## Ann Mitchell, Chief Financial Officer of $BIRD \(BIRD\), Sells 1,502 Shares: A Reflection of Opportunity In a recent SEC filing, it has been revealed that Ann Mitchell, the Chief Financial Officer of $BIRD, has sold 1,502 shares of the company on 12-02-2024. This transaction represents approximately 2.4% of their shares, leaving them with a remaining ownership of 60,975 shares of $BIRD stock. This insider sale raises questions and sparks interest among investors, prompting careful consideration of the potential implications. As an experienced investment advisor passionate about helping investors grow their Health Savings Account \(HSA\) through strategic investments, it is crucial to highlight such developments and seize the opportunity to take action. ## Act now to avoid the Fear of Missing Out! #hsa #investing #healthcare #health #family #wellness ???? As we navigate the ever-evolving landscape of the financial world, it is important to stay informed and make informed decisions for our future. The sale of shares by a Chief Financial Officer can indicate various factors affecting the company's performance or present opportunities for investors to capitalize on market fluctuations. To harness the power of your HSA and maximize its growth potential, consider evaluating your investment portfolio and assessing the impact of this insider sale on your overall strategy. Engage with your trusted financial advisor to analyze the implications and align your investments with your long-term financial goals. Don't let the Fear of Missing Out hold you back from seizing potential opportunities. Take charge of your HSA investments and stay proactive in pursuing your financial well-being. Together, let's create a healthier and wealthier future! ??????

For me, Prime Capital is more than just a business I co-founded—it’s a journey of proving to myself that entrepreneurship is not just about profits but purpose. It’s about creating opportunities, solving challenges, and helping people achieve their financial goals. As we enter 2025, I’m reminded that this journey is as much about personal growth as it is about building a thriving business. Every milestone we reach is a testament to resilience, hard work, and the belief that we can make a difference. This year is shaping up to be monumental for Prime Capital, and I can’t wait to share all the exciting things we’ll be doing. From empowering communities to fostering financial success, we’re taking it to the next level. ?? Here’s to chasing dreams, breaking barriers, and proving to ourselves that we are capable of extraordinary things. ?? Stay tuned for updates and thank you for being part of this journey with me. #EntrepreneurshipJourney #PrimeCapital #FinancialGoals #PersonalGrowth #2025(thrive)?

Attention financial advisors: Are you prepared for the longevity revolution? Next week, Oct. 23, I'm hosting a crucial webinar on factoring increased lifespans into your financial planning strategies. Join me and Nate Conrad Head of LifeX at Stone Ridge Asset Management, as we explore: ?? The surprising truth about your clients' potential lifespans ?? Decoding longevity risk and its impact on your practice ?? Cutting-edge solutions for extended retirements Don't let your clients outlive their savings. Equip yourself with the knowledge and tools to thrive in this new era of financial planning. Plus earn 1 CE credit! Register now: https://bit.ly/3YCPbbX #FinancialPlanning #LongevityRisk #RetirementStrategies

Redefining Financial Planning with Kingsley Capital At Kingsley Capital, we believe financial planning should be as dynamic and unique as the individuals and families we serve. Rooted in the legacy of Yield Capital—a firm celebrated for decades of excellence in alternative investments and wealth management—Kingsley Capital was born to address the evolving needs of today’s world. We recognised that traditional approaches to financial planning no longer fully meet the demands of modern clients. People seek tailored strategies, proactive oversight, and technology-driven solutions that align with their unique goals and lifestyles. By building on the solid foundation of Yield Capital, we’ve created a firm that combines the wisdom of experience with the innovation of today. At Kingsley Capital, we’re not just managing wealth; we’re empowering individuals and families to achieve financial mastery through personalised, forward-thinking strategies. Curious to learn more? Schedule a free call, and let’s chat about how we can help. ?? Kingsley Capital: Where Wealth Management Meets Executive Precision. ?? Visit us at www.kingsleycapital.co.za #WealthManagement #PersonalCFO #FinancialPlanning #RetirementPlanning #InvestmentStrategy #TaxOptimisation #BespokeFinancialServices #KingsleyCapital

I had the opportunity to sit down with Omar and Brittani with Blueprint Financial Group by Thrivent to learn more about their business. As proud Thrivent financial professionals, they're dedicated to providing personalized financial guidance tailored to your unique needs. At Thrivent, they don't just see money as a goal — they see it as a powerful tool for creating a life filled with meaning and gratitude. Their holistic approach to financial services includes advice, investments, insurance, banking, and generosity programs, all designed to help you make the most of what you've been given. What sets them apart? They're a membership-owned fraternal organization, meaning they prioritize our clients over Wall Street shareholders. Transparency and trust are at the core of everything they do. Whether you're starting your financial journey or planning for the future, their team is here to help. They take the time to understand your needs, dreams, and values, offering purpose-based advice to guide you towards financial clarity and confidence. Ready to take control of your finances and live the life you've always dreamed of? Contact them today to schedule your personalized consultation with a Thrivent financial professional! Nations Network | Keller Williams Realty St. Louis C: 636-288-7429 O: 314-775-2777 #ThriventFinancial #FinancialGuidance #PersonalFinance