Services
Investment Advice
Ongoing advice in respect of:
i. The appropriate asset allocation of your investment portfolio
ii. Investment platform selection: onshore and offshore as appropriate
iii. Investment fund selection
iv. The approriate use of product wrappers
Investment Implementation
Assistance in respect of opening investment accounts on the relevant investment platform(s), and implementing the recommended investments
Financial Planning
Advice in respect of providing for your retirement or other specific goals
Tax Planning
Advice in respect of specific techniques to improve the tax efficiency of your investment portfolio
Estate Planning
Advice in respect of ensuring that your net worth passes to your heirs in an effective and tax-efficient manner, including an annual review of your Last Will and Testament
Advanced Structuring
Advice in respect of advanced structuring and investment techniques, including the merits and use of onshore and offshore trusts, and corporate structuring for investment holding
Foreign Exchange
Advice and implementation assistance in respect of choosing and dealing with foreign exchange providers
Insurance Advice
Advice in respect of the appropriate long-term insurance package for you.