Ask ten people what wealth means to them, and you’ll get ten different answers. Ask the same person ten years later, and their answer may have changed entirely.

That’s the nature of wealth. It’s not just about money. It’s about what money makes possible – and that shifts as life moves on.

The meaning behind the numbers

For some, wealth is freedom: the ability to choose how and where they live. For others, it’s security – knowing their family will be protected, whatever happens. It might be about opportunity, contribution, or legacy. Often, it’s a mix of all of these.

But over time, priorities evolve. What matters at 35 may not matter at 55. A portfolio built for growth might eventually become one built for stability. Ambition might give way to simplicity. And that’s not a failure of planning – it’s a reflection of living.

Plans should move with you

The best financial strategies are not just technically sound. They’re flexible. They’re built to adjust when life takes a different turn – when businesses are sold, when children grow up, when health or family needs shift.

That’s why it’s important to revisit your goals regularly, not just your performance reports. Because the real measure of success is not beating the market. It’s aligning your money with your values, whatever stage of life you’re in.

Advice that listens

At Schonberg Wealth, we believe good advice starts with understanding. Before we talk about investments, we talk about what matters to you. Where you are now, and where you want to go. Because your definition of wealth is personal – and our job is to help you protect and grow it, on your terms.