Wealth Advisory

Comprehensive financial planning service to individuals, partnerships, close corporations and companies.

We help people manage their financial affairs, to achieve their lifetime goals through well researched advice and effective implementation.

Increasing complexity of financial products and a need to consider taxation, exchange control and estate planning issues, make it essential to consult an independent specialist financial adviser. As part of our services to you, we are able to call on the expertise of our external partners whether you’re considering offshore investment, relocating abroad or require international retirement and investment planning expertise.

Why choose us?

  • Highly qualified certified financial planners with wide-ranging expertise
  • Lifestyle financial planning approach to determine individual retirement plan
  • Sophisticated financial planning software
  • Utilisation of independent research and investment management teams
  • Advice and implementation of administration of deceased estates
  • A licensed Financial Services Provider (FSP No. 42870)

Our service:

  • Financial plans and investment solutions (local and offshore) for individuals including lifestyle objectives, tax planning, cash flow planning and risk management
  • Retirement plans and estate planning
  • Business assurance including buy and sell arrangements, sureties that are not covered, inadequate provision for repayment of loan accounts and key person assurance
  • Business partners’ and shareholders’ insurance
  • Life and disability cover

OTHER SERVICES:

  • Auditing
  • Business Services
  • Company Secretarial
  • Corporate Finance
  • Human Resources Consulting
  • IT Assurance
  • Risk Advisory
  • Tax
  • Wills, Estates and Trusts