Wealth planning for individuals

Rose NineSamples2Often high earners are too busy to attend to their own investments. We know that meeting crucial work deadlines and being out of touch due to business trips can take your eye off the shifts in the investment environment at crucial times.

Many of our clients have come to us with a diverse range of underperforming investments such as share portfolios, unit trusts, endowment policies, pension funds, provident funds and retirement annuities which they wish to consolidate. We can assist with reorganising and
consolidating these disparate investments which should improve risk adjusted returns and reduce costs.

Our core competence is the monitoring and coordination of wealth management, investment and financial planning, retirement, tax and consolidated reporting.