Services
Offshore Investing – the benefits
International investing may offer a hedge for investors who fear the depreciation of the rand. We will advise you why an offshore investment should be part of your portfolio and will look at various countries and currencies that you should consider.
Offshore Investing – the benefits
International investing may offer a hedge for investors who fear the depreciation of the rand. We will advise you why an offshore investment should be part of your portfolio and will look at various countries and currencies that you should consider.
Investment planning
Making an investment plan involves considering your current financial situation and your goals. It is also important to define your timeline and how much risk you’re willing to take in order to determine your optimal asset allocation.
- Unit Trust Management
- Trust set up
- Shared portfolio
- Structured products
- Bespoke Portfolio
Investment planning
Making an investment plan involves considering your current financial situation and your goals. It is also important to define your timeline and how much risk you’re willing to take in order to determine your optimal asset allocation.
- Unit Trust Management
- Trust set up
- Shared portfolio
- Structured products
- Bespoke Portfolio
Retirement Planning
There are two main drivers to consider before retirement, firstly how much capital you have, and secondly how much you need to draw to sustain your standard of living.
Every decision you will make in one area of your financial life will have an impact on the others. Factors like how long you will work and how much you have saved will greatly influence your ideal retirement.
Retirement Planning
There are two main drivers to consider before retirement, firstly how much capital you have, and secondly how much you need to draw to sustain your standard of living.
Every decision you will make in one area of your financial life will have an impact on the others. Factors like how long you will work and how much you have saved will greatly influence your ideal retirement.
Tax Planning
We have in-house professionals who can assist you with your tax planning and annual financial statements as well as complete and submit your annual tax returns to SARS.
Tax Planning
We have in-house professionals who can assist you with your tax planning and annual financial statements as well as complete and submit your annual tax returns to SARS.
Life Cover and Risk Benefits
We will obtain quotes from the major insurance companies to ensure that our clients receive the appropriate benefits with the most competitive premiums. We will endeavour to ensure that loved ones are left financially sound should the breadwinner pass away, whilst at the same time making sure that the appropriate risk benefits are in place to provide financial soundness in the unfortunate situation of a disability or critical illness.
Life Cover and Risk Benefits
We will obtain quotes from the major insurance companies to ensure that our clients receive the appropriate benefits with the most competitive premiums. We will endeavour to ensure that loved ones are left financially sound should the breadwinner pass away, whilst at the same time making sure that the appropriate risk benefits are in place to provide financial soundness in the unfortunate situation of a disability or critical illness.
Will and Estate Planning and Administration
Estate planning is an important part of your overall financial plan and ensures the proper distribution of your wealth to your chosen beneficiaries, in a tax effective manner. We will assist you with how to re-evaluate your existing Will, the liquidity of your estate and estate-planning goals in general.
Areas that will be covered are:
- Drafting of a Last Will and Testament.
- Formation of a Trust if deemed necessary.
- Structure a financial solution to provide for beneficiaries.
- Structure a financial solution to provide for liquidity.
- Reducing estate duty where possible.
Will and Estate Planning and Administration
Estate planning is an important part of your overall financial plan and ensures the proper distribution of your wealth to your chosen beneficiaries, in a tax effective manner. We will assist you with how to re-evaluate your existing Will, the liquidity of your estate and estate-planning goals in general.
Areas that will be covered are:
- Drafting of a Last Will and Testament.
- Formation of a Trust if deemed necessary.
- Structure a financial solution to provide for beneficiaries.
- Structure a financial solution to provide for liquidity.
- Reducing estate duty where possible.
Service Providers
