At Slater Wealth Management we offer so much more than a simple approach to financial planning and investing. We work with clients to create, protect and enhance their financial security and develop a financial plan unique to each individual. Our financial plans are implemented through our carefully selected investment options, insurance policies, banking and lending products.
The plans are continuously monitored through our annual service process and changes are made to your custom plan as your life and financial goals change overtime. Your accounts will always be aligned with a dedicated advisor that gets to know you and as your life changes your advisor will be there to hold your hand along the way.
The plans are continuously monitored through our annual service process and changes are made to your custom plan as your life and financial goals change overtime. Your accounts will always be aligned with a dedicated advisor that gets to know you and as your life changes your advisor will be there to hold your hand along the way.
Services
A tax free lump sum payment made to your beneficiaries upon your death to help cover your temporary and/or permanent needs. Your ability to earn an income is your greatest asset. Disability Insurance provides you a monthly tax free benefit while you are unable to work due to accident or illness to maintain your standard of living.
At Slater Wealth Management we offer so much more than a simple approach to financial planning and Investing. We know that building wealth and Investing is not simple and your situation is unique to you. Whether it's setting money aside for your retirement, for your child's education or saving for a down payment on a home, we can help you create a savings and investment portfolio that meets your unique needs.
Whether you want to be prepared for emergency expenses, take advantage of investment opportunity, make home renovations, or drive in style, Slater Wealth Management has several lending options to help you achieve your goals. A set interest rate for a defined period of time usually ranging from 6 months to 10 years.
Taking control of your financial security is one of the most important moves you can make in securing your future. Our goal is to build long term relationships by helping you understand your options to choose the right path to financial freedom. There are so many investment account types and products out there.
A comprehensive benefits plan can help you attract and retain valuable employees. We work with all the country's leading group insurance providers, we offer dynamic products and years of experience, so we're equipped to create a plan that fits the needs of your organization. Generate reports and access billing and enrolment details easily using our online solutions.
