Creating tomorrow's legacy today
Our Services
We believe that Legacy & Wealth Planning is a matter of understanding each client’s unique financial situation today and offering solutions for a better future. We have no tailor-made solutions and prepare tailor-made plans for every client according to their needs. We recognise the value of individuals & families with a desire to plan for the well-being of the next generation and the preservation of wealth.
Our offering is based on four pillars
Legacy Planning
Legacy Planning
We believe a client's will is the most important document signed during their life. Powers of attorney, living wills, and
revisiting trust documents are essential to safeguard family wealth from unnecessary long-term value erosion. We ensure that every fiduciary and legal documents are at the cutting edge of international best practices, complies with all legislation, and remains that way. When considering life, disability, trauma, and income cover, care should be taken to identify personal needs and the amount required to maintain the necessary standard of living and pay off debt. The protection of income for
professional individuals and business owners and key-man and buy-and-sell agreements is essential.
Creating a Road Map
Creating a Road Map
Pre- and post-retirement planning focuses on finding the best way to save for retirement to
provide efficient capital for a care-free retirement and ensure the life of
capital post-retirement. Product
selection combined with consistent
performing investments and tax
planning is essential to the process
followed.
Tax Planning
Tax Planning
Pre- and post-retirement planning focuses on
finding the best way to save for retirement to
provide efficient capital for a care-free
retirement and ensure the life of
capital post-retirement. Product
selection combined with consistent
performing investments and tax
planning is essential to the process
followed.
Wealth Management
Wealth Management
Investment planning is the main component of financial planning. It includes identifying financial goals and objectives and matching these goals with risk profiles, a combination of tax-efficient investment vehicles offering a well-diversified portfolio including all asset classes to fit the clients' risk profile. The South-African stock market presents less than 1% of the universe, and protecting the purchasing power of our currency makes long-term offshore investments necessary.
We assist in selecting various solutions and funds for specific investment goals.