Our services

Holistic financial planning encompasses all the aspects of your personal finances, mentioned below. These services are designed to help you make informed financial decisions, achieve your goals, and to navigate complex financial situations with confidence.

We follow a process of setting financial and lifestyle goals and creating a strategy to achieve those goals during your lifetime.

We create and manage an investment portfolio aligned with your risk tolerance and objectives, optimising asset allocation and selecting appropriate investment products.

Understanding tax is central to financial planning. It is important we identify strategies that minimize your tax liability and optimise your outcome.

We identify risks that need to be mitigated to ensure assets are protected and that your family’s future is secured. Risk management covers both personal and business risks.

Retirement Planning

Global Investment Management

Tax Planning

Risk/Insurance Planning

We plan for your legacy and the distribution of your assets after your passing. Through wills and trusts, we focus on minimizing estate taxes and death bed expenses.

Offering group savings and/or group risk benefits to your employees is a value add that will help set you apart from competitors. We can review existing schemes or advise on implementing new offerings to your staff.

We can facilitate foreign exchange and corporate banking requirements through our partners.

Estate Planning

Employee Benefits

Banking & Forex