Wealth Management:

The Fundamentals
What Is Wealth
Management?

Wealth Management is the act of

reviewing and making decisions in
terms of assets, or wealth with the end
goal of achieving the objectives that
were set.

What Does A
Wealth Manager
Do?
Wealth Managers offers financial advice and
services in assisting wealth management. The
services offered usually cover areas of
investment, financial planning, retirement, tax
and estate planning.
Why is Wealth
Management
Important?
Wealth management can give support
in terms of financial decisions,
retirement plans, and growing or
protecting assets. With wealth
management, costly mistakes can be
prevented as well as maximizing
investment returns.
What are the benefits
of doing Wealth
Management?

Here are some of the benefits that can be

obtained:

1. Lower financial stress

2. Establishes a Systematic Financial Plan
3. Offers a Broad Investment Strategy
We Will Gladly Assist You
BENZ YAPUTRA
Financial & Strategy Advisor
With a repertoire of six global certifications: CPA of
Indonesia, ASEAN CPA, CFP®, FMVA®, CBCA™, and CFA
Investment Foundation®, Benz leads a dynamic management
consulting firm with a primary focus on empowering growth-
oriented, turnaround, and distressed enterprises.

FELITA ATMADJA
Management Consultant
Felita holds a role as a product and operation advisor at Little
Advisors Co., and her role involves leveraging her innovative
ideas, proactive initiatives, and strategic activities to drive
positive change and growth for our clients.

MICHELLA WIJAYA
Business Sustainability Advisor
Michella Wijaya is an esteemed multilingual advisor with
diverse background in environmental technology, business
sustainability, consulting, and technology startups which
brings a unique blend in environmental technology and
sustainability in business.
Taking the right measures in
wealth management won’t
be complicated with the
right advice.

Discover all about wealth

management with us
Yoelia Maretta Pratiwi
Business Development Specialist
yoelia.pratiwi@littleadvisors.id
+62-877-7000-1797

littleadvisors littleadvisors.id Little Advisors Co.