Do you know your magic number?

Welcome to The Wissenbach Group

Expert effective holistic financial advice can make the difference between a prosperous future and the disappointment of unrealised potential.

At The Wissenbach Group we take a unique approach to financial planning; simplifying the complex in a world where things are often more complicated than they need to be.

We apply uncommon common sense and use over 18 years of experience to create really effective holistic financial strategies through wealth management techniques that empower our clients to create and enjoy better futures.

However, effective financial strategy planning is meaningless unless you understand your own ambitions. So we passionately believe that everyone should know the amount of accumulated wealth required for them to be financially independent and enjoying their desired lifestyle. We call this the Magic Number™.

We work with high net worth individuals and typically our clients are:

  • 1Owner-managers and entrepreneurs
    *
  • 2Highly paid professionals (for example chief executives of major corporations and partners in professional services firms)
  • 3Those in the position where they can choose whether they work or not

In simple terms, our approach means that our clients efficiently and consciously make the transition to category 3 – and stay there.

Our mission is “to consistently deliver remarkable service and value, which both delights and inspires those who deal with us”.

Our confidence in our ability to deliver this objective is underpinned by our guarantee - an unconditional commitment to refund up to the last 12 months of clients’ fees should they ever feel less than delighted.

*View some of our client testimonials

Upcoming Events

Wealth Advantage Briefings™

27 November 2008
The Wealth Advantage Briefing

05 February 2009
The Wealth Advantage Briefing

Breakfast Briefings

coming soon

Latest news

10 ways to secure a platinum pension
Sunday Times
September 2008

How safe is your pension scheme?...

Real Wealth Carries Responsibility
Surrey Occasions
September 2008

More people than ever are in a position to benefit from wealth management advice. As a nation, we a...

Value Clarity Process

The Magic Number