The first step towards personal financial security is Investment Planning. With our guidance, we will help you understand the information around investment opportunities and advise you on the best possible solution for your future financial freedom.
Our financial planners will assist you in selecting the right investment strategy. The products we use at the implementation stage include:
Retirement annuities, unit trusts, endowments, living annuities, sinking funds, tax-free savings investments, exchange-traded funds (ETFs), personal share portfolios, structured notes, money market accounts and fixed deposits.
All of these products form part of an individual investment strategy that we compile for our clients based on their personal and unique circumstances.
Over the years, we have discovered that fewer people are planning for their retirement. With the global average life expectancy increasing, there is a higher probability that you will not have enough funds for your golden years without proper retirement planning in place.
Retirement planning forms a substantial portion of your personal financial strategy. It is vital in order to secure the lifestyle you want to enjoy when you stop earning an income. We are well-equipped to design, advise and grow your wealth plan for retirement.
Estate planning is a big part of your personal financial planning process. It is where we manage the assets that you have accumulated during your lifetime in order to facilitate your desired succession plan.
We handle estate duty, taxes and other costs related to death while reducing costs as best as we can to protect your beneficiaries. Our mission is to ensure that your legacy lives on for future generations.
Your will simply lays out exactly how your estate should be distributed amongst your beneficiaries. This should not be confused with estate planning. A will that has been drafted with the necessary care and diligence will ensure your wishes are carried out in line with your estate planning and final wishes.