Women do things differently.
You will most likely make a rational decision after factoring in an emotional response. You tend to focus on multiple things at once rather than in single file. You are also much more likely to underestimate your ability to understand complex financial matters and turn them into results.
Many women feel vulnerable or embarrassed when it comes to their finances. They are concerned that their hard-earned wealth will diminish through lack of knowledge and poor choices, and are unsure how to correct this. Some women simply feel overwhelmed by the amount of possibilities and information in the financial sphere. Others feel limited by the opportunities or choices they believe are realistically open to them.
Encompass Wealth can help.
You want to make the right decisions for your personal wealth. You want financial literacy and financial security. You want to be confident that you can achieve a bright future for you and your loved ones. You want to feel financially prepared.
With our care and guidance, you will gain both the knowledge and the confidence needed to take control. Through building a close working relationship, we will demystify those financial concepts for you and share our expertise. Communicating woman to woman, we will offer you a respectful and collaborative environment without judgement.
In taking the time to make sure you always understand your options, we are here to support you through life’s journey. Life is full of choices, surprises and challenges, many of which result in a financial impact. Below are some of the areas where we can help:
- Your career – starting out, being promoted, changing jobs, starting your own business;
How do you navigate income changes – be they more or less – to maintain your financial stability? We help you to work smarter with what you have.
- Partnering or uncoupling – joining together or moving on;
How do you have an open and honest conversation about money? When you take the step to trust a partner and join finances, you take on new money habits that may require negotiation or compromise. Then what if the worst happens? Not only are you dealing with conflicting emotions, but you need to unwind a life partnership without destroying your financial future. Have a trusted adviser in your corner to help protect what’s important to you.
- Being the caregiver – starting a family, looking after children, ailing parents or ill loved ones;
How do you sustain your lifestyle and yourself with resulting income changes and typically increasing expenses? When others depend on you, this responsibility can leave you feeling taxed emotionally, physically and financially. It is vital to have a solid understanding of your financial needs and position, in order to unreservedly dedicate yourself to others.
- Retirement – winding down;
How do you transition from relying on an external income to funds that come from a pension or assets that have been diligently built over a lifetime? There is a shift that happens when lifestyle goals replace career goals and your capacity for earning relies on your investments rather than your employer. Let us guide you through this process and support you in securing the future you desire.
Whether you are starting out, starting again or starting afresh, we would like to invite you to partner with us and transform your financial story. Having clarity of vision and knowledge helps you to understand the complexities and achieve the end goal. We take the time to listen, to explain the “why and how” and support you every step of the way.
Financial strategy for women is not just about the accumulation of wealth. Your mindset, shaped by emotional challenges along the way, drives your thoughts and in turn strategy around how you plan and save to ensure your future financial security. We will be alongside you as your coach to keep you on track; your educator, to empower your decisions; and your partner, to celebrate the achievement of your financial goals.
- “There is no force more powerful than a woman determined to rise”
How we help you
Having clarity of vision and knowledge helps you to understand the complex and achieve the end goal. We take the time to listen, to hear your concerns, share our knowledge, to explain the ‘why and how’ and support you every step of the way.
We understand for women, financial strategy is not just about the accumulation of wealth. It is also about how to deal with the emotional challenges at every life stage. Your mindset drives your thoughts and in turn strategy, around how you plan and save to ensure future financial security. We are your coach to keep you on track, your educator to empower you to achieve your financial goals, we partner and work with you.