Services Offered

Traditionally certain wealth management approaches made reference to specific services. As part of our advice-centric integrated wealth management approach the following services are included:

Retirement planning

Realizing a happy retirement is an extremely extensive process and takes years of sensible preparation. Retirement planning ensures that a client has sufficient assets at retirement. We aim to ensure that our clients meet their financial goals and objectives in order for them to become and remain financially independent once they retire.

Investment planning

Investment planning consists of analysing a financial situation and preparing the most appropriate solution to ensure a healthy and attractive growth of capital. We optimise investment portfolios to ensure that portfolios provide the maximum return for the given level of risk, likewise we minimise risk for the given level of expected return.

Estate planning

It is important to have access to thorough advice in regard to one’s Estate, planning and ensuring a problem free estate give you peace of mind about your financial situation. Estate planning typically attempts to eliminate uncertainties over the administration of an estate and to maximize the value of the estate by reducing taxes and other expenses in the transition stage.

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