We are the conduit (circular) wealth management partner. Clients have many financial needs over different stages of their lives. Sometimes they are simple and straightforward and other times they are complexed. They require various financial advisers at the same time.

At Rounded Wealth we listen, understand and be the ‘conduit’ between clients and relevant advisers devising appropriate financial strategies. We assist our clients throughout their journeys to revise and change strategies to suit their needs. We see ourselves as ‘financial project managers’.

We pride ourselves from knowing our clients as well as possible. We have a great eye for detail and leave no stones unturned with the depth and breadth in our analysis. The three components of financial planning areas are different for every client hence the personalised approach: