Wealth Management made easy
What Products do we offer?
Will & Testament
Planning ahead for the financial well-being of your loved ones will give you control and assurance that they are taken care of when you are no longer there.
Retirement Planning
Start saving as soon as you possible, this will allow you to manage your retirement fund well once you are retired to ensure that you have a steady income.
Tax Free Savings
Reaching your financial goals has never been easier. Save for your long-term financial goals without having to pay income taxes, dividends, or capital gains.
Unit Trusts
A unit trust is a form of collective investment constituted under a trust deed. A unit trust pools investors’ money into a single fund, which is managed by a fund manager.
Endowments
Endowments provide a relatively new approach to wealth management focused on goal-based investing, with investment objectives for specific life goals.
Financial Needs Analysis
If you want to get serious about your financial plan and achieve your financial goals, you need to complete a financial needs analysis (FNA).
Speak to a consultant to help with your Wealth Management
How can we help?
What is Wealth Management
Wealth management is more than just investment advice. It can encompass all parts of a person’s financial life. Instead of attempting to integrate pieces of advice and various products from multiple professionals, high net worth individuals may be more likely to benefit from an integrated approach. In this method, a wealth manager coordinates the services needed to manage their clients’ assets, along with creating a strategic plan for their current and future needs—whether it is will and trust services or business succession plans.
Many wealth managers can provide services in any aspect of the financial field, but some choose to specialize in particular areas, such as cross-border wealth management. This may be based on the expertise of a specific wealth manager, or the primary focus of the business within which the wealth manager operates.
Speak to a Wealth Manager
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