Wealth Management

Our team of skilled Financial Planners will hold your hands in every step of the 6 steps of Financial Planning to ensure that you can easily identify and understand your financial objectives and goals. We will be there with you through the accumulation stage of your wealth, growth of your wealth, and even at the time of distribution of your wealth and be your voice of reason and groundsman to do all the necessary due diligence of different vehicles to be used to address different stages of your wealth planning.

Offshore Investment Solutions

Do you want to grow your wealth through offshore investments? Our Wealth Planners have access to a vast range of Offshore Investment Platforms through strategic partnerships that have been established. Thus, a wide range of investment options from leading international fund management companies becomes available to you. With our solutions having a full multi-currency offering with investments denominated in sterling, euro, and US dollar, you also get the opportu­nity to exploit currency differentials.

Fiduciary Solutions

Regardless of your net worth, it is important to have a basic estate plan in place. An estate plan makes sure your family and financial goals are met after you die. Estate planning is also an ongoing review of:

  • The accruing or creation of your wealth
  • The use of your assets during your lifetime
  • The final division during your lifetime or at your death, to provide yourself and your family with the biggest possible benefit over the long term.

Your Will ensures your family is adequately provided for when you are no longer there to provide for them. Any person 16 years of age and sound mind may draw up a Will. To ensure your final wishes are carried out correctly, your last will must be clear and unambiguous. Without a Will, efforts will be made by the State to divide your estate fairly, but this will prove to be a time-consuming and expensive task. The execution of a Will requires certain formali­ties as prescribed by the Wills Act 7 of 1953. There­fore, consult your draftsman to make sure your Will is drawn up in accordance with the law.

In your will, you can have additional clauses customized to your specific circumstances and needs such as:

  • Your burial or cremation wishes
  • Nominating a substitute guardian for your minor children
  • A trust creation clause and a clause arranging the powers of your trustees if a trust is required (usually used to protect minor beneficiaries)
  • A clause authorizing the disposal of assets not suitable for retention in trust to the guardians of minor beneficiaries

You have now just finished reading the most important document you will ever lay your hands on regarding your future. This means you are one step closer to exploiting a world of endless possibili­ties. Go ahead. Give us a call and let us help you grow your money.