SERVICES WE OFFER
We combine financial, legal and business qualifications, skills and decades of experience to offer you a comprehensive range of services to cater for your financial needs.
Financial Planning & Advice
Savings, Investments & Retirement
Estate Planning, Wills & Taxes
Financial Planning and Advice
Financial planning is at the heart of what we do. We start with getting everything together, once we have it all recorded we map it out.
It’s a PLAN, not a graph, spreadsheets or tables, it’s a visual map of your world.
From that plan we work out where you are and where you want to go.
This clarity we call: “Wealth made simple”.
“Tell me and I’ll forget, show me and I may remember, involve me and I will learn” – Xun Kuang
Savings, Investments and Retirement
With more than 20 years experience, we have expertise in both local and offshore investment solutions to suit your needs.
Savers, investors and retirees in the right solutions for the longest time possible are those who create wealth. Time is in your hands, let us make sure that you are in the right solution.
“The value added by competent advisers is about 3% per year” – Vanguard ‘Adviser Alpha’ research
Estate planning, wills and taxes
The cost of paying too much tax, too much estate duty or dying without a will is material and unnecessary – we have the skills and expertise to assist you to structure your affairs optimally for your advantage.