Services Offered

FINANCIAL PLANNING

Develop detailed and robust plans to help you achieve your financial goals

Design the appropriate allocation for your investment portfolio by asset class and geography

Choosing the investment platforms, investment funds and product wrappers that are best for you

Develop a sustainable investment and spending strategy in your retirement

Determine the optimal approach to achieving Rand hedging and political risk mitigation in your investment portfolio

Integrate your investment plan with your estate plan, will, onshore and offshore trusts, and tax planning