We pride ourselves on our professional advice and personal service.
Clients have direct online access to view their current portfolio values, as well as a full history of all reports and tax certificates.
Through regular newsletters, quarterly investment reports and ad hoc meetings and events, we ensure clients remain informed.
We offer a full spectrum wealth management service.
Our discretionary investment offering includes unit trusts (collective investment schemes), model and bespoke share portfolios, tax-free savings accounts and endowment structures.
Our CFP® – accredited advisory partners employ market-leading proprietary software and actuarial cash flow modelling to each client’s financial plan; coupled with our extensive fiduciary, risk and asset management experience. Once your plan has been defined and developed, we regularly review progress, making necessary adjustments over time in response to life changes.
Estate and Trust Planning
Effective estate planning anticipates and prepares for the transfer of one’s legacy – their wealth and other assets – and effects their final wishes at the time of their passing. Our fiduciary services include the winding-up of deceased estates, the drafting of wills, and registering and administering local and offshore trusts.
Life and Disability Cover
Our risk offering encompasses the full range of risk solutions for both persons and corporations. Personal risk solutions include life cover, capital disability cover, income protection and critical illness cover. Corporate risk solutions include buy/sell agreement risk cover, keyman cover and contingency liability cover.
We advise on and implement well-structured and cost effective solutions that work for both employers and employees. We offer benefit analysis on and the structuring of pension funds, provident funds and umbrella funds; risk broking and risk services management; as well as ongoing monitoring and reporting.