WHAT WE OFFER
Local & Offshore Investment Planning
Our team is committed to delivering strong, risk-adjusted returns to our clients. Our dedication to fundamental qualitative and quantitative analysis and research of the various asset classes is a key aspect to our approach. Our investment portfolios are customized to meet the needs of our clients, paying considerable attention to risk, diversification, tax implications, cost efficiencies and transparency. We seek growth whilst managing the risks.
No two people have identical needs and that’s why our research, portfolio development and advice — is customized for every client.
"The individual investor should act consistently as an investor and not as a speculator." — Benjamin Graham
Wealth Protection
How do you make and leave your mark? Through a well thought out and carefully planned asset protection strategy, one that guides the establishment of your legacy to ensure its preservation by others. Establishing strong relationships with our clients and their families is a core component to what we do. All too often wealth planning and its preservation management is frequently overlooked; so let’s discuss your intentions, your goals and the important people in your life. Your plan is your plan because it’s right for you.
- Insurance planning and asset protection
- Fiduciary Services – drafting of your last Will & Testament
- Family legacy and governance
- Coordination of estate plan
- Charitable planning
“ A good plan today is better than a perfect plan tomorrow” - George S. Patton
RETIREMENT PLANNING
We are passionate about helping clients retire successfully. By partnering with our team we work together with you and create a plan that ensures that the money you invest will provide you with a sustainable income, one that supports your needs and achieves your goals.
- Goal and needs analysis
- Risk assessment
- Asset allocation – diversification
- Optimal solution mix
- Cashflow and tax efficiency management
Life Transition Planning
Plotting a map of your goals without sacrificing what’s most important—that’s how you tackle life’s major transitions. Whether you’re planning a business transaction, a career move, lost a loved one or have been through a relationship change, you can depend on our team to provide objective research-based advice centred around your specific circumstances and goals.
- Goal and needs analysis
- Risk assessment
- Asset allocation
- Cash management