Goals and objectives.

Defining what your wealth is for — lifestyle, family, legacy — and translating it into a plan you can act on.

What it is

Where a plan begins.

Every financial plan begins with a question that has nothing to do with markets: what is the wealth for? Lifestyle today, security for a family, a legacy that outlasts you — most people hold several of these at once, in proportions they have never set down. Until they are set down, a plan has no object to serve.

We help you define what your wealth is for, in concrete terms, and translate it into a plan you can act on — the foundation every later decision is measured against.

How we advise

What the wealth is for

Setting out the objectives — lifestyle, family, legacy — in concrete terms.

Priorities and trade-offs

Weighing objectives that compete, so the plan reflects what matters most.

A plan you can act on

Translating intention into decisions that can actually be taken.

A point of reference

Giving every later choice something to be measured against.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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