What We Do

LOCAL AND OFFSHORE INVESTMENTS

Investing is about getting one’s money to generate more, and to protect one’s wealth against the corrosive effects of inflation. We have developed a solid investment philosophy that has served our clients well since the start of the business.

 

We help our clients build a sustainable wealth over time, for generations to come. Different investment goals may have different investment strategies. Ours is to understand your investment objectives, the time-horizon, the risk and the required return to achieve those objectives. We then structure strategies and solutions that will help you to achieve them.

 

We utilise the services of reputable and quality asset/portfolio managers with consistent track records.

RETIREMENT PLANNING

Life in retirement has become extremely expensive and due to the fact that we are also expected to live longer, majority of us will most likely outlive our retirement savings.

 

One of the common contributors is that in reality, our living expenses and financial responsibilities (children, parents, liabilities etc.) usually last beyond our 50s, which leaves a shorter investment time for retirement. Retirement planning then becomes the least of your priorities depending on your life stage and financial responsibilities.

 

We help our clients to plan accordingly so that they can retire comfortably and maintain their lifestyles in retirement. We consider various retirement investment vehicles, tax benefits and the liquidity restrictions of those investments vehicles.

ESTATE PLANNING

This is one area that is often neglected in our lives and it leaves our loved one in distress in the event of our death.

 

Proper estate planning will ensure that you sufficiently provide for all your objectives, liabilities and the taxes created in the event of your death (Estate, Capital Gains, Income & Donation Taxes and Executors Fees)

EMPLOYEE BENEFITS AND FINANCIAL LITERACY WORKSHOPS 

Employee financial wellness: group workshops on various financial well-being topics.

  • Employee financial wellness:
    Group workshops on various financial well-being topics.
  • Employee benefits:
    Advice, structuring and activation of employee benefit schemes
  • Corporate risk planning:
    We take time to understand your business structure, objectives & risks and advice on the necessary insurances to suit your needs
  • Corporate investments:
    Large cash management solutions and long-term investments
  • Succession Planning:
    Advice on how to live beyond your practice/business

RISK PLANNING

Your biggest asset is the ability to earn an income, we help you protect it.

 

This risk may be posed to you through any unknown future event such as death, disability, illness future events or retrenchment.

 

Minimizing your risk of financial loss, through insurance, is an important part of financial planning.