Beyond Wealth Management
After working this hard to build your future, it's now time to make sure that your future is protected.
Whether you're preparing for imminent retirement or just starting your career, selling your business, or experiencing a significant change in your life, TCD Global is ready and able to help. We'll help you identify, prioritize, and work towards achieving your desired goals. You may be asking yourself what makes us the right people to care for your hard-earned wealth, and we're happy to answer. We genuinely practice what we preach and have over a century of combined experience in our senior leadership. Each of us at TCD Global has transformed our own personal finances into a story worth telling, and we want to help you do the same.
Reasons to choose TCD Global
Our 3-step process
It takes more than filling in a questionnaire to make great things happen. We start each new client interaction with three discussions that maximize value against the time taken, remove uncertainty, and optimize your investments. Find out more about what we do and what you can expect from TCD Global
- Exploration
- Evaluation
- Execution
In our first exploratory discussion, we'll find out what makes each other tick. You'll learn all about our philosophy, capabilities, structure, and the service you can expect to receive. We'll spend time getting to know each other, learning about your present financial situation, needs, and goals for your future financial well-being.
We believe that complete openness and candid conversations build trust, and we're happy to answer queries about any financial matters that are of interest to you. By the end of this discussion, we'll have a clear understanding of who you are, where you stand financially now, and where you want to get to in the future.
We'll present an action plan for our second discussion and provide you with a clear overview of your finances based on the information you provided during and after our first conversation. We will then fine-tune or amend our proposals, depending on your thoughts and feedback, and explain the impact of different financial scenarios and decisions. We will also stress-test your portfolio to verify that you will now be on the right path to achieve your financial objectives.
Preparation is worth nothing if your plans are not put into action. During this third conversation, we will explain the rationale for our plan and put the changes into action. Additionally, we'll make recommendations to address possible areas of weakness in your overall financial plan. These could include updating your will, reviewing your estate plan, preparing for life-changing events, such as getting old or illness, and other potential scenarios to ensure you are fully covered.
Services
A Partnership Approach
At TCD Global, we have developed a unique partnership approach that always ensures our clients are the focus of everything we do and the relationships we develop are positive ones.
Wealth Philosophy
Wealth management at TCD Global is about much more than simply investing money. It is about helping you make the life you have always imagined a reality.
Planning
A financial strategy structured by TCD Global empowers you to use money as a tool to work for you instead of you working for it.
Managing
All your investments should be tailored to your specific situation and bought to achieve your personal financial goals.
Maintaining
Keeping your finances arranged and in good order can be a little daunting. TCD Global relieves that pressure with constant monitoring so you don’t have to.
Cryptocurrencies
Cryptocurrencies and making digital payments online or from an app are now a part of daily life, but the technology behind it has changed massively.
What We Do
We help clients achieve their goals, preserve wealth, and exceed their financial expectations.
Just because you have been managing your wealth yourself doesn't always mean you should
With our comprehensive planning capabilities, strategies that have been proven in the real world, and knowledgeable, approachable advisors, you can spend your days enjoying the things that other people wish they had time for.
Thoughtful planning enables you to live a better life
This philosophy lies at the heart of why we established our business as an independent firm in the first place. Since that day, we've been helping clients achieve their goals, preserve wealth, and even exceed financial expectations.